+51.2%
NXPI vs KDP
+28.1%
+23.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -1.2% |
| 7D | +6.8% | -0.8% | +7.6% | +6.9% |
| 30D | +20.0% | +9.7% | +10.3% | +18.4% |
| 3M | +14.8% | +17.6% | -2.8% | +12.0% |
| 6M | -10.5% | +25.8% | -36.2% | -14.3% |
| YTD | +23.7% | +33.9% | -10.1% | +16.7% |
| 1Y | +34.1% | +38.9% | -4.8% | +25.6% |
| 3Y | +51.2% | +26.8% | +24.4% | +42.5% |
| All | +51.2% | +28.1% | +23.1% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling