+29.1%
KDP vs TECH
+25.9%
+3.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +19.9% | +0.3% | +19.6% | +19.9% |
| 3M | +21.5% | +1.3% | +20.2% | +21.4% |
| 6M | +30.1% | +54.0% | -23.9% | +26.0% |
| YTD | +34.9% | +24.3% | +10.7% | +32.2% |
| 1Y | +43.4% | +25.8% | +17.6% | +40.1% |
| 3Y | +29.1% | +26.0% | +3.1% | +23.0% |
| All | +29.1% | +25.9% | +3.2% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling