+170.1%
KDP vs SONY
+286.8%
-116.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.3% | -2.0% |
| 7D | -4.3% | -5.8% | +1.5% | -3.5% |
| 30D | +7.8% | -0.4% | +8.2% | +7.9% |
| 3M | -0.1% | +13.3% | -13.3% | -1.9% |
| 6M | +14.0% | +8.5% | +5.5% | +12.3% |
| YTD | +15.1% | -8.1% | +23.2% | +16.0% |
| 1Y | +18.5% | -17.9% | +36.4% | +21.3% |
| 3Y | +2.9% | +41.4% | -38.6% | -4.3% |
| 5Y | +3.0% | +9.3% | -6.3% | -1.0% |
| All | +170.1% | +286.8% | -116.7% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SONY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling