+256.4%
KDP vs QID
-99.0%
+355.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.9% |
| 7D | +8.2% | +1.8% | +6.4% | +8.6% |
| 30D | +18.4% | +21.6% | -3.3% | +21.7% |
| 3M | +29.2% | +12.6% | +16.6% | +31.6% |
| 6M | +32.3% | +6.9% | +25.4% | +34.1% |
| YTD | +38.5% | -20.5% | +59.0% | +34.8% |
| 1Y | +48.5% | -18.1% | +66.6% | +45.4% |
| 3Y | +32.5% | -70.7% | +103.2% | +12.4% |
| 5Y | +19.7% | -77.2% | +96.9% | +3.1% |
| 10Y | +256.4% | -99.0% | +355.4% | +78.2% |
| All | +256.4% | -99.0% | +355.4% | +78.2% |
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