+239.1%
KDP vs ACWI
+225.4%
+13.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -7.1% |
| 7D | -4.0% | +2.7% | -6.7% | -5.1% |
| 30D | +8.5% | -2.6% | +11.0% | +9.7% |
| 3M | +20.7% | -3.2% | +23.9% | +22.3% |
| 6M | +23.2% | +1.9% | +21.3% | +21.7% |
| YTD | +30.5% | +11.3% | +19.1% | +23.4% |
| 1Y | +35.9% | +11.7% | +24.2% | +28.2% |
| 3Y | +24.8% | +74.4% | -49.6% | -6.8% |
| 5Y | +13.4% | +59.5% | -46.1% | -12.0% |
| All | +239.1% | +225.4% | +13.7% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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