+38.9%
KDP vs QLD
+10.7%
+28.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +2.4% |
| 7D | -0.8% | +7.0% | -7.8% | -0.3% |
| 30D | +9.7% | -14.3% | +24.0% | +8.6% |
| 3M | +17.6% | -16.0% | +33.6% | +16.4% |
| 6M | +25.8% | -14.2% | +40.0% | +24.8% |
| YTD | +33.9% | +12.8% | +21.1% | +32.3% |
| 1Y | +38.9% | +14.1% | +24.8% | +37.5% |
| All | +38.9% | +10.7% | +28.2% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling