+2.0%
QCOM vs KDP
+46.6%
-44.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +3.6% |
| 7D | +5.8% | +0.3% | +5.5% | +5.5% |
| 30D | -2.3% | +16.3% | -18.6% | -3.2% |
| 3M | +2.7% | +24.0% | -21.3% | +1.5% |
| 6M | -21.0% | +30.0% | -51.0% | -24.3% |
| YTD | +1.8% | +36.1% | -34.3% | -2.6% |
| All | +2.0% | +46.6% | -44.6% | -3.6% |
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 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