+1,117.5%
KDP vs VRSN
+828.9%
+288.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +6.0% | -0.2% | +6.1% | +6.0% |
| 3M | +9.2% | -0.3% | +9.5% | +9.0% |
| 6M | +14.7% | +23.0% | -8.3% | +8.2% |
| YTD | +19.2% | +21.3% | -2.2% | +12.4% |
| 1Y | +15.2% | +6.7% | +8.4% | +12.1% |
| 3Y | +6.0% | +45.0% | -39.0% | -6.0% |
| 5Y | +5.4% | +35.0% | -29.6% | -6.3% |
| 10Y | +171.9% | +276.3% | -104.5% | +80.2% |
| All | +1,117.5% | +828.9% | +288.6% | +402.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling