+5.0%
KDP vs VIAV
+136.9%
-131.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -1.5% |
| 7D | -1.6% | +13.6% | -15.1% | -2.0% |
| 30D | +9.5% | +5.3% | +4.2% | +9.1% |
| 3M | +2.6% | -15.6% | +18.2% | +3.0% |
| 6M | +15.6% | +34.0% | -18.4% | +12.6% |
| YTD | +17.3% | +119.9% | -102.5% | +10.2% |
| 1Y | +20.1% | +235.2% | -215.1% | +9.1% |
| 3Y | +4.9% | +299.8% | -294.9% | -7.3% |
| 5Y | +5.0% | +140.1% | -135.1% | -0.8% |
| All | +5.0% | +136.9% | -131.9% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling