+2.1%
KDP vs SOXQ
+286.7%
-284.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.3% |
| 7D | -3.7% | +0.8% | -4.4% | -3.7% |
| 30D | +6.2% | -4.6% | +10.8% | +6.4% |
| 3M | +1.2% | -10.2% | +11.4% | +1.5% |
| 6M | +15.3% | +49.7% | -34.3% | +11.6% |
| YTD | +14.8% | +67.2% | -52.4% | +10.1% |
| 1Y | +17.6% | +98.0% | -80.4% | +11.2% |
| 3Y | +2.1% | +237.2% | -235.0% | -10.8% |
| 5Y | +2.7% | +261.3% | -258.6% | -13.1% |
| All | +2.1% | +286.7% | -284.6% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling