+239.1%
KDP vs PWR
+1,857.9%
-1,618.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.3% | -7.1% | -7.4% |
| 7D | -4.0% | +19.1% | -23.1% | -5.4% |
| 30D | +8.5% | -12.0% | +20.5% | +9.3% |
| 3M | +20.7% | -10.6% | +31.3% | +21.2% |
| 6M | +23.2% | -20.8% | +44.0% | +24.9% |
| YTD | +30.5% | +43.7% | -13.2% | +22.8% |
| 1Y | +35.9% | +35.0% | +0.9% | +28.7% |
| 3Y | +24.8% | +249.4% | -224.6% | +0.2% |
| 5Y | +13.4% | +422.1% | -408.7% | -16.4% |
| All | +239.1% | +1,857.9% | -1,618.8% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling