+35.9%
KDP vs ACWI
+11.6%
+24.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -7.4% |
| 7D | -4.0% | +2.7% | -6.7% | -4.1% |
| 30D | +8.5% | -2.6% | +11.0% | +8.5% |
| 3M | +20.7% | -3.2% | +23.9% | +20.8% |
| 6M | +23.2% | +1.9% | +21.3% | +23.0% |
| YTD | +30.5% | +11.3% | +19.1% | +28.9% |
| 1Y | +35.9% | +11.7% | +24.2% | +34.1% |
| All | +35.9% | +11.6% | +24.2% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling