+381.8%
STX vs KDP
+17.7%
+364.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.4% |
| 7D | +10.7% | +2.1% | +8.7% | +12.1% |
| 30D | +11.3% | +8.5% | +2.8% | +16.3% |
| 3M | +3.2% | +6.6% | -3.4% | +7.8% |
| 6M | +157.0% | +17.1% | +139.9% | +177.9% |
| YTD | +229.2% | +19.0% | +210.2% | +267.3% |
| 1Y | +381.8% | +21.8% | +360.1% | +440.5% |
| All | +381.8% | +17.7% | +364.2% | +440.5% |
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