+1,117.5%
KDP vs VICR
+1,525.7%
-408.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.4% |
| 7D | +1.3% | +0.4% | +0.8% | +1.2% |
| 30D | +6.0% | -13.9% | +19.9% | +7.1% |
| 3M | +9.2% | -38.4% | +47.6% | +12.4% |
| 6M | +14.7% | -7.2% | +21.9% | +12.0% |
| YTD | +19.2% | +72.0% | -52.8% | +9.1% |
| 1Y | +15.2% | +263.3% | -248.1% | -2.9% |
| 3Y | +6.0% | +173.3% | -167.3% | -12.0% |
| 5Y | +5.4% | +47.3% | -41.9% | -11.4% |
| 10Y | +171.9% | +1,495.2% | -1,323.3% | +51.3% |
| All | +1,117.5% | +1,525.7% | -408.2% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling