+621.1%
KDP vs QXO
-1.4%
+622.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | +2.1% | +2.9% | -0.8% | +2.1% |
| 30D | +8.5% | -18.0% | +26.5% | +8.5% |
| 3M | +6.6% | -14.7% | +21.3% | +6.6% |
| 6M | +17.1% | -39.2% | +56.3% | +17.2% |
| YTD | +19.0% | -31.3% | +50.4% | +19.1% |
| 1Y | +21.8% | -39.7% | +61.4% | +21.9% |
| 3Y | +6.4% | -41.5% | +48.0% | +6.0% |
| 5Y | +5.1% | -67.0% | +72.1% | +4.7% |
| 10Y | +175.8% | +44.7% | +131.1% | +174.4% |
| All | +621.1% | -1.4% | +622.5% | +606.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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