+1,314.5%
KDP vs XEL
+621.6%
+692.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | +8.2% | +1.7% | +6.5% | +7.5% |
| 30D | +18.4% | +8.6% | +9.8% | +14.3% |
| 3M | +29.2% | +5.1% | +24.2% | +26.5% |
| 6M | +32.3% | +2.5% | +29.8% | +30.6% |
| YTD | +38.5% | +11.0% | +27.5% | +32.0% |
| 1Y | +48.5% | +2.7% | +45.7% | +46.1% |
| 3Y | +32.5% | +49.7% | -17.3% | +9.3% |
| 5Y | +19.7% | +46.1% | -26.4% | -1.5% |
| 10Y | +256.4% | +181.5% | +74.8% | +100.2% |
| All | +1,314.5% | +621.6% | +692.8% | +323.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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