+75.4%
IVV vs KDP
+28.7%
+46.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -2.7% | +2.2% | -4.9% | -2.9% |
| 30D | -5.4% | +19.9% | -25.3% | -6.4% |
| 3M | -4.1% | +21.5% | -25.5% | -5.3% |
| 6M | +0.7% | +30.1% | -29.4% | -1.2% |
| YTD | +8.7% | +34.9% | -26.2% | +6.2% |
| 1Y | +11.0% | +43.4% | -32.4% | +7.7% |
| 3Y | +75.4% | +29.1% | +46.3% | +71.9% |
| All | +75.4% | +28.7% | +46.8% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling