+15.8%
KDP vs ACWI
+55.1%
-39.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +1.5% |
| 7D | +4.5% | -4.0% | +8.5% | +5.8% |
| 30D | +18.5% | -5.8% | +24.3% | +20.7% |
| 3M | +20.8% | -5.0% | +25.9% | +22.7% |
| 6M | +29.4% | +0.7% | +28.7% | +28.7% |
| YTD | +35.9% | +8.4% | +27.5% | +31.5% |
| 1Y | +42.5% | +10.1% | +32.4% | +37.1% |
| 3Y | +29.4% | +70.8% | -41.4% | +3.6% |
| 5Y | +15.8% | +55.4% | -39.6% | -3.2% |
| All | +15.8% | +55.1% | -39.3% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling