+35.4%
KDP vs VIVK
-100.0%
+135.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -9.6% | +2.2% | -7.5% |
| 7D | -4.0% | -38.6% | +34.7% | -4.3% |
| 30D | +8.5% | -87.7% | +96.2% | +7.0% |
| 3M | +20.7% | -98.9% | +119.6% | +18.1% |
| 6M | +23.2% | -100.0% | +123.1% | +20.1% |
| YTD | +30.5% | -100.0% | +130.4% | +26.2% |
| All | +35.4% | -100.0% | +135.4% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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