+256.4%
KDP vs ACWI
+220.7%
+35.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.0% |
| 7D | +8.2% | -0.2% | +8.4% | +8.2% |
| 30D | +18.4% | -3.3% | +21.6% | +20.0% |
| 3M | +29.2% | -3.4% | +32.6% | +31.1% |
| 6M | +32.3% | +0.8% | +31.5% | +31.3% |
| YTD | +38.5% | +10.7% | +27.8% | +31.2% |
| 1Y | +48.5% | +11.6% | +36.9% | +40.1% |
| 3Y | +32.5% | +73.4% | -40.9% | -0.9% |
| 5Y | +19.7% | +60.2% | -40.5% | -7.5% |
| 10Y | +256.4% | +221.6% | +34.8% | +67.6% |
| All | +256.4% | +220.7% | +35.7% | +67.6% |
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