+7.9%
QCOM vs KDP
+15.4%
-7.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +3.3% | +1.3% | +2.1% | +3.1% |
| 30D | +7.7% | +6.0% | +1.7% | +6.4% |
| 3M | -30.1% | +9.2% | -39.2% | -32.5% |
| 6M | +22.8% | +14.7% | +8.1% | +16.9% |
| YTD | +0.2% | +19.2% | -19.0% | -6.6% |
| 1Y | +7.9% | +15.2% | -7.3% | -2.7% |
| All | +7.9% | +15.4% | -7.5% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling