+1,232.8%
KDP vs VIAV
+397.4%
+835.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.4% | -6.0% | -7.2% |
| 7D | -4.0% | +23.7% | -27.7% | -6.6% |
| 30D | +8.5% | -21.2% | +29.6% | +10.8% |
| 3M | +20.7% | -24.5% | +45.2% | +23.1% |
| 6M | +23.2% | -39.1% | +62.2% | +27.6% |
| YTD | +30.5% | +82.6% | -52.1% | +12.6% |
| 1Y | +35.9% | +82.7% | -46.8% | +17.1% |
| 3Y | +24.8% | +315.1% | -290.2% | -8.2% |
| 5Y | +13.4% | +113.4% | -100.0% | -8.5% |
| 10Y | +239.3% | +317.2% | -77.9% | +138.3% |
| All | +1,232.8% | +397.4% | +835.4% | +583.5% |
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