+43.4%
KDP vs USFD
+46.1%
-2.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +2.2% | +3.0% | -0.7% | +1.6% |
| 30D | +19.9% | +11.1% | +8.9% | +18.0% |
| 3M | +21.5% | -0.3% | +21.8% | +21.1% |
| 6M | +30.1% | +15.9% | +14.2% | +27.0% |
| YTD | +34.9% | +41.6% | -6.7% | +36.3% |
| 1Y | +43.4% | +49.4% | -6.0% | +47.0% |
| All | +43.4% | +46.1% | -2.7% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling