+17.9%
KDP vs ACWI
+58.8%
-40.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | 0.0% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | +16.3% | -2.8% | +19.1% | +17.3% |
| 3M | +24.0% | -3.2% | +27.1% | +25.1% |
| 6M | +30.0% | +1.3% | +28.7% | +29.1% |
| YTD | +36.1% | +11.2% | +24.9% | +30.7% |
| 1Y | +46.8% | +13.8% | +33.1% | +39.8% |
| 3Y | +30.5% | +76.2% | -45.7% | +3.3% |
| 5Y | +17.9% | +59.5% | -41.6% | -2.6% |
| All | +17.9% | +58.8% | -40.9% | -2.6% |
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 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