+179.8%
KDP vs QID
-99.1%
+278.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.4% |
| 7D | -1.6% | -1.9% | +0.4% | -1.8% |
| 30D | +9.5% | +1.7% | +7.8% | +9.8% |
| 3M | +2.6% | -3.9% | +6.5% | +2.3% |
| 6M | +15.6% | -30.0% | +45.6% | +10.3% |
| YTD | +17.3% | -28.2% | +45.5% | +12.4% |
| 1Y | +20.1% | -35.6% | +55.7% | +13.5% |
| 3Y | +4.9% | -74.3% | +79.2% | -12.7% |
| 5Y | +5.0% | -80.8% | +85.8% | -12.1% |
| 10Y | +179.8% | -99.2% | +278.9% | +33.1% |
| All | +179.8% | -99.1% | +278.9% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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