+6.5%
KDP vs VICR
+54.1%
-47.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.2% |
| 7D | +2.1% | +9.8% | -7.8% | +1.9% |
| 30D | +8.5% | -12.6% | +21.1% | +8.7% |
| 3M | +6.6% | -29.7% | +36.3% | +7.0% |
| 6M | +17.1% | +18.8% | -1.8% | +15.4% |
| YTD | +19.0% | +76.4% | -57.3% | +16.1% |
| 1Y | +21.8% | +282.4% | -260.6% | +16.2% |
| 3Y | +6.4% | +206.2% | -199.7% | +0.9% |
| All | +6.5% | +54.1% | -47.6% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling