+17.0%
KDP vs QID
-74.8%
+91.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.9% |
| 7D | +2.2% | +9.4% | -7.2% | +2.9% |
| 30D | +19.9% | +31.2% | -11.3% | +22.3% |
| 3M | +21.5% | +17.4% | +4.1% | +22.9% |
| 6M | +30.1% | +8.4% | +21.7% | +31.0% |
| YTD | +34.9% | -15.8% | +50.7% | +33.2% |
| 1Y | +43.4% | -16.3% | +59.7% | +41.6% |
| 3Y | +29.1% | -70.4% | +99.5% | +15.6% |
| All | +17.0% | -74.8% | +91.8% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling