+195.8%
NXPI vs KDP
+175.4%
+20.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +0.7% | +2.1% | -1.4% | -0.1% |
| 30D | -6.6% | +8.5% | -15.1% | -9.7% |
| 3M | -25.4% | +6.6% | -32.0% | -28.0% |
| 6M | +11.9% | +17.1% | -5.1% | +3.7% |
| YTD | +4.0% | +19.0% | -15.0% | -4.5% |
| 1Y | +1.0% | +21.8% | -20.7% | -8.5% |
| 3Y | +16.3% | +6.4% | +9.9% | +8.9% |
| 5Y | +17.7% | +5.1% | +12.6% | +10.7% |
| 10Y | +195.8% | +175.8% | +20.0% | +126.6% |
| All | +195.8% | +175.4% | +20.5% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling