+44.9%
C vs KDP
+15.4%
+29.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +3.6% | +1.3% | +2.4% | +3.7% |
| 30D | +0.1% | +6.0% | -5.9% | +0.3% |
| 3M | +2.4% | +9.2% | -6.8% | +2.8% |
| 6M | +24.9% | +14.7% | +10.2% | +25.6% |
| YTD | +19.8% | +19.2% | +0.6% | +19.8% |
| 1Y | +44.9% | +15.2% | +29.7% | +44.2% |
| All | +44.9% | +15.4% | +29.5% | +44.2% |
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