+266.4%
KDP vs TECH
+193.9%
+72.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +16.8% | +0.3% | +16.5% | +16.7% |
| 3M | +32.0% | +1.0% | +31.0% | +31.9% |
| 6M | +35.2% | +54.0% | -18.8% | +27.8% |
| YTD | +40.9% | +24.3% | +16.6% | +35.8% |
| 1Y | +47.7% | +23.7% | +23.9% | +42.2% |
| 3Y | +34.8% | +28.5% | +6.3% | +26.0% |
| 5Y | +22.6% | -41.2% | +63.9% | +28.1% |
| 10Y | +266.4% | +189.2% | +77.3% | +198.5% |
| All | +266.4% | +193.9% | +72.5% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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