+8.9%
CRCL vs KDP
-0.2%
+9.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -11.2% | -3.7% | -7.5% | -11.4% |
| 30D | +27.1% | +6.2% | +20.9% | +27.5% |
| 3M | +9.6% | +1.2% | +8.4% | +10.1% |
| 6M | -19.7% | +15.3% | -35.0% | -19.1% |
| YTD | +14.2% | +14.8% | -0.6% | +11.9% |
| 1Y | -32.2% | +17.6% | -49.8% | -34.3% |
| All | +8.9% | -0.2% | +9.1% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling