+17.0%
KDP vs VRSN
+34.5%
-17.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +2.2% | +0.5% | +1.7% | +2.1% |
| 30D | +19.9% | +4.9% | +15.0% | +18.8% |
| 3M | +21.5% | +5.8% | +15.7% | +20.0% |
| 6M | +30.1% | +12.6% | +17.5% | +26.7% |
| YTD | +34.9% | +28.2% | +6.7% | +27.6% |
| 1Y | +43.4% | +30.4% | +13.0% | +35.0% |
| 3Y | +29.1% | +54.6% | -25.5% | +14.6% |
| All | +17.0% | +34.5% | -17.6% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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