+15.6%
CRCL vs KDP
+3.5%
+12.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.6% | -5.8% |
| 7D | +7.5% | +2.1% | +5.4% | +7.7% |
| 30D | +44.3% | +8.5% | +35.8% | +44.9% |
| 3M | +16.5% | +6.6% | +9.9% | +17.4% |
| 6M | -5.6% | +17.1% | -22.7% | -4.5% |
| YTD | +21.3% | +19.0% | +2.2% | +19.0% |
| 1Y | -14.5% | +21.8% | -36.2% | -16.8% |
| All | +15.6% | +3.5% | +12.1% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling