+1,616.9%
BE vs KDP
+28.7%
+1,588.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.7% | +4.1% | +3.1% |
| 7D | -14.7% | +2.2% | -16.9% | -13.4% |
| 30D | -40.5% | +19.9% | -60.5% | -35.2% |
| 3M | -24.3% | +21.5% | -45.8% | -17.1% |
| 6M | -39.3% | +30.1% | -69.4% | -31.5% |
| YTD | +99.4% | +34.9% | +64.4% | +127.8% |
| 1Y | +26.6% | +43.4% | -16.8% | +48.3% |
| 3Y | +1,616.9% | +29.1% | +1,587.9% | +1,603.3% |
| All | +1,616.9% | +28.7% | +1,588.3% | +1,603.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling