+45.9%
KDP vs Q
+32.1%
+13.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | +1.1% |
| 7D | +0.3% | +8.4% | -8.1% | +0.7% |
| 30D | +16.3% | -1.2% | +17.5% | +16.5% |
| 3M | +24.0% | -9.3% | +33.3% | +24.0% |
| 6M | +30.0% | -15.0% | +45.0% | +29.7% |
| YTD | +36.1% | +53.5% | -17.4% | +36.7% |
| All | +45.9% | +32.1% | +13.8% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling