+239.1%
KDP vs BEN
+58.0%
+181.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.2% | -6.2% | -7.2% |
| 7D | -4.0% | +11.3% | -15.3% | -5.6% |
| 30D | +8.5% | +15.0% | -6.6% | +6.1% |
| 3M | +20.7% | +7.8% | +12.8% | +19.1% |
| 6M | +23.2% | +15.5% | +7.7% | +20.1% |
| YTD | +30.5% | +55.4% | -24.9% | +21.0% |
| 1Y | +35.9% | +63.3% | -27.4% | +25.0% |
| 3Y | +24.8% | +83.4% | -58.6% | +11.1% |
| 5Y | +13.4% | +28.1% | -14.7% | +5.3% |
| All | +239.1% | +58.0% | +181.0% | +188.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling