+15.2%
KDP vs BEN
+42.6%
-27.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.3% |
| 7D | +1.3% | +0.2% | +1.0% | +1.3% |
| 30D | +6.0% | -0.5% | +6.5% | +6.0% |
| 3M | +9.2% | +9.7% | -0.5% | +7.9% |
| 6M | +14.7% | +33.9% | -19.2% | +9.9% |
| YTD | +19.2% | +49.0% | -29.8% | +10.8% |
| 1Y | +15.2% | +42.1% | -26.9% | +9.1% |
| All | +15.2% | +42.6% | -27.4% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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