+239.1%
KDP vs SPXS
-99.5%
+338.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.0% | -8.4% | -7.2% |
| 7D | -4.0% | -9.5% | +5.5% | -5.3% |
| 30D | +8.5% | +7.4% | +1.1% | +9.8% |
| 3M | +20.7% | +6.1% | +14.6% | +22.1% |
| 6M | +23.2% | -7.3% | +30.5% | +22.5% |
| YTD | +30.5% | -26.7% | +57.2% | +25.9% |
| 1Y | +35.9% | -26.2% | +62.1% | +31.3% |
| 3Y | +24.8% | -80.3% | +105.2% | +1.1% |
| 5Y | +13.4% | -83.4% | +96.8% | -4.5% |
| All | +239.1% | -99.5% | +338.6% | +67.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling