-22.5%
PDD vs KMI
+102.8%
-125.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.1% |
| 7D | +5.6% | -10.8% | +16.4% | +5.5% |
| 30D | +5.8% | -5.0% | +10.8% | +5.6% |
| 3M | -8.6% | -3.4% | -5.2% | -8.8% |
| 6M | -18.8% | -3.4% | -15.5% | -19.1% |
| YTD | -26.8% | +13.1% | -39.9% | -27.7% |
| 1Y | -39.3% | +19.0% | -58.3% | -40.3% |
| 3Y | -22.5% | +106.1% | -128.6% | -27.8% |
| All | -22.5% | +102.8% | -125.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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