+6.4%
KDP vs SPXS
-80.2%
+86.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | 0.0% |
| 7D | +2.1% | -1.5% | +3.6% | +2.0% |
| 30D | +8.5% | +3.7% | +4.8% | +8.7% |
| 3M | +6.6% | -9.6% | +16.2% | +6.2% |
| 6M | +17.1% | -32.4% | +49.5% | +14.6% |
| YTD | +19.0% | -28.7% | +47.7% | +17.0% |
| 1Y | +21.8% | -38.1% | +59.9% | +18.7% |
| 3Y | +6.4% | -80.1% | +86.6% | -7.2% |
| All | +6.4% | -80.2% | +86.7% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPXS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling