+28.4%
BKR vs KDP
+18.7%
+9.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.7% | -6.5% |
| 7D | -6.7% | -4.3% | -2.3% | -6.3% |
| 30D | -8.3% | +7.8% | -16.2% | -8.9% |
| 3M | -5.4% | -0.1% | -5.3% | -5.4% |
| 6M | +0.8% | +14.0% | -13.2% | -2.0% |
| YTD | +31.8% | +15.1% | +16.8% | +29.0% |
| All | +28.4% | +18.7% | +9.8% | +25.4% |
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