+43.5%
KDP vs VICR
+76.0%
-32.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -11.1% | +17.0% | +5.7% |
| 7D | +5.3% | -26.6% | +31.9% | +5.0% |
| 30D | +19.1% | -47.9% | +67.1% | +18.8% |
| 3M | +19.2% | -29.8% | +48.9% | +18.7% |
| 6M | +29.3% | -36.6% | +65.9% | +27.9% |
| YTD | +35.5% | +45.1% | -9.6% | +29.9% |
| 1Y | +43.5% | +80.0% | -36.6% | +35.7% |
| All | +43.5% | +76.0% | -32.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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