+256.4%
KDP vs A
+312.5%
-56.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.0% | +2.0% |
| 7D | +8.2% | +1.4% | +6.8% | +7.9% |
| 30D | +18.4% | +4.3% | +14.1% | +17.4% |
| 3M | +29.2% | +19.8% | +9.4% | +24.8% |
| 6M | +32.3% | +54.4% | -22.1% | +21.4% |
| YTD | +38.5% | +31.7% | +6.8% | +30.6% |
| 1Y | +48.5% | +22.4% | +26.0% | +42.0% |
| 3Y | +32.5% | +67.7% | -35.2% | +16.4% |
| 5Y | +19.7% | +15.7% | +3.9% | +12.2% |
| 10Y | +256.4% | +308.7% | -52.3% | +165.4% |
| All | +256.4% | +312.5% | -56.1% | +165.4% |
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