+1,278.3%
KDP vs PWR
+1,950.7%
-672.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -7.0% | -1.7% |
| 7D | +2.2% | -12.9% | +15.1% | +3.9% |
| 30D | +19.9% | -22.8% | +42.8% | +24.0% |
| 3M | +21.5% | -19.0% | +40.5% | +24.3% |
| 6M | +30.1% | -31.1% | +61.2% | +35.7% |
| YTD | +34.9% | +28.2% | +6.7% | +25.6% |
| 1Y | +43.4% | +22.2% | +21.2% | +34.4% |
| 3Y | +29.1% | +222.1% | -193.0% | -2.3% |
| 5Y | +15.0% | +364.1% | -349.1% | -20.7% |
| 10Y | +234.1% | +1,864.5% | -1,630.4% | +62.4% |
| All | +1,278.3% | +1,950.7% | -672.3% | +449.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling