+55.3%
BE vs KDP
+41.3%
+14.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.9% | -12.3% | -2.7% |
| 7D | -12.1% | +5.3% | -17.5% | -8.8% |
| 30D | -30.1% | +19.1% | -49.2% | -22.7% |
| 3M | -12.1% | +19.2% | -31.3% | -3.1% |
| 6M | -30.6% | +29.3% | -59.8% | -21.8% |
| YTD | +130.6% | +35.5% | +95.1% | +159.1% |
| 1Y | +55.3% | +43.5% | +11.8% | +87.7% |
| All | +55.3% | +41.3% | +14.0% | +87.7% |
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