+170.1%
KDP vs VIAV
+401.3%
-231.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -1.5% |
| 7D | -4.3% | +11.2% | -15.5% | -5.4% |
| 30D | +7.8% | -2.6% | +10.4% | +7.6% |
| 3M | -0.1% | -20.1% | +20.1% | +1.2% |
| 6M | +14.0% | +25.8% | -11.8% | +7.8% |
| YTD | +15.1% | +109.9% | -94.8% | +0.2% |
| 1Y | +18.5% | +214.3% | -195.8% | -3.5% |
| 3Y | +2.9% | +281.6% | -278.8% | -20.8% |
| 5Y | +3.0% | +132.6% | -129.6% | -14.1% |
| All | +170.1% | +401.3% | -231.2% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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