+29.1%
KDP vs QID
-70.5%
+99.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | +2.2% | +9.4% | -7.2% | +2.2% |
| 30D | +19.9% | +31.2% | -11.3% | +20.1% |
| 3M | +21.5% | +17.4% | +4.1% | +21.5% |
| 6M | +30.1% | +8.4% | +21.7% | +29.9% |
| YTD | +34.9% | -15.8% | +50.7% | +33.8% |
| 1Y | +43.4% | -16.3% | +59.7% | +42.2% |
| 3Y | +29.1% | -70.4% | +99.5% | +17.3% |
| All | +29.1% | -70.5% | +99.6% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling