+239.1%
KDP vs A
+300.7%
-61.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.2% | -5.2% | -7.0% |
| 7D | -4.0% | +0.7% | -4.7% | -4.1% |
| 30D | +8.5% | +0.8% | +7.6% | +8.2% |
| 3M | +20.7% | +16.9% | +3.8% | +17.1% |
| 6M | +23.2% | +53.8% | -30.6% | +13.1% |
| YTD | +30.5% | +28.1% | +2.4% | +23.7% |
| 1Y | +35.9% | +15.0% | +20.8% | +31.5% |
| 3Y | +24.8% | +63.1% | -38.3% | +10.3% |
| 5Y | +13.4% | +11.5% | +1.9% | +7.1% |
| All | +239.1% | +300.7% | -61.6% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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