+239.3%
KDP vs PWR
+1,915.1%
-1,675.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.5% | +0.1% |
| 7D | +0.3% | -4.8% | +5.1% | +0.4% |
| 30D | +16.3% | -16.2% | +32.5% | +17.7% |
| 3M | +24.0% | -11.9% | +35.9% | +24.7% |
| 6M | +30.0% | -20.6% | +50.6% | +31.6% |
| YTD | +36.1% | +40.3% | -4.2% | +28.4% |
| 1Y | +46.8% | +33.0% | +13.8% | +39.3% |
| 3Y | +30.5% | +250.0% | -219.5% | +4.6% |
| 5Y | +17.9% | +404.2% | -386.3% | -12.6% |
| 10Y | +239.3% | +1,865.8% | -1,626.6% | +95.7% |
| All | +239.3% | +1,915.1% | -1,675.8% | +95.7% |
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