+357.4%
SOXL vs KDP
+15.4%
+342.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.9% | +10.8% | +9.6% |
| 7D | +5.3% | +1.3% | +4.1% | +5.8% |
| 30D | -11.2% | +6.0% | -17.2% | -9.5% |
| 3M | -55.4% | +9.2% | -64.5% | -55.1% |
| 6M | +107.1% | +14.7% | +92.4% | +103.2% |
| YTD | +179.0% | +19.2% | +159.8% | +177.8% |
| 1Y | +357.4% | +15.2% | +342.2% | +339.3% |
| All | +357.4% | +15.4% | +342.0% | +339.3% |
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