+1,278.3%
KDP vs TECH
+382.1%
+896.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.2% |
| 6M | +30.1% | +54.0% | -23.9% | +19.7% |
| YTD | +34.9% | +24.3% | +10.7% | +27.7% |
| 1Y | +43.4% | +25.8% | +17.6% | +35.2% |
| 3Y | +29.1% | +26.0% | +3.1% | +17.3% |
| 5Y | +15.0% | -40.1% | +55.1% | +20.8% |
| 10Y | +234.1% | +210.6% | +23.5% | +107.6% |
| All | +1,278.3% | +382.1% | +896.3% | +561.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling