+1,339.3%
KDP vs QID
-100.0%
+1,439.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.4% | +0.8% |
| 7D | +4.0% | -1.1% | +5.1% | +3.9% |
| 30D | +16.8% | +14.4% | +2.4% | +20.3% |
| 3M | +32.0% | +6.7% | +25.4% | +34.2% |
| 6M | +35.2% | +2.6% | +32.6% | +36.8% |
| YTD | +40.9% | -24.2% | +65.1% | +34.4% |
| 1Y | +47.7% | -22.3% | +70.0% | +41.8% |
| 3Y | +34.8% | -72.0% | +106.8% | +6.6% |
| 5Y | +22.6% | -78.2% | +100.8% | -1.5% |
| 10Y | +266.4% | -99.1% | +365.5% | +47.5% |
| All | +1,339.3% | -100.0% | +1,439.3% | +159.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling