+4,533.9%
ORLY vs KDP
+1,132.0%
+3,401.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -0.7% | +1.3% | -2.0% | -1.1% |
| 30D | -5.9% | +6.0% | -11.9% | -7.7% |
| 3M | -0.6% | +9.2% | -9.8% | -3.4% |
| 6M | -6.8% | +14.7% | -21.5% | -10.9% |
| YTD | -3.6% | +19.2% | -22.8% | -9.1% |
| 1Y | -16.3% | +15.2% | -31.5% | -20.6% |
| 3Y | +39.1% | +6.0% | +33.2% | +33.7% |
| 5Y | +125.4% | +5.4% | +120.0% | +115.6% |
| 10Y | +366.5% | +171.9% | +194.7% | +219.0% |
| All | +4,533.9% | +1,132.0% | +3,401.9% | +1,700.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling