+1,117.5%
KDP vs VIAV
+432.9%
+684.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.5% | -1.4% |
| 7D | +1.3% | -4.6% | +5.9% | +1.9% |
| 30D | +6.0% | -10.4% | +16.4% | +7.0% |
| 3M | +9.2% | -34.5% | +43.7% | +13.9% |
| 6M | +14.7% | +7.0% | +7.7% | +10.1% |
| YTD | +19.2% | +95.6% | -76.4% | +3.5% |
| 1Y | +15.2% | +197.2% | -182.0% | -6.9% |
| 3Y | +6.0% | +232.0% | -226.0% | -17.8% |
| 5Y | +5.4% | +102.2% | -96.8% | -12.7% |
| 10Y | +171.9% | +344.6% | -172.8% | +92.0% |
| All | +1,117.5% | +432.9% | +684.6% | +527.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling