-13.1%
CRCL vs KDP
+15.4%
-28.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -1.4% |
| 7D | +17.1% | +1.3% | +15.8% | +17.6% |
| 30D | +61.3% | +6.0% | +55.3% | +63.8% |
| 3M | +12.7% | +9.2% | +3.5% | +16.9% |
| 6M | -3.1% | +14.7% | -17.8% | +2.9% |
| YTD | +28.7% | +19.2% | +9.5% | +32.2% |
| 1Y | -13.1% | +15.2% | -28.3% | -1.1% |
| All | -13.1% | +15.4% | -28.5% | -1.1% |
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