+1,117.5%
KDP vs BEN
+100.3%
+1,017.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.7% |
| 7D | +1.3% | +0.2% | +1.0% | +1.2% |
| 30D | +6.0% | -0.5% | +6.5% | +6.1% |
| 3M | +9.2% | +9.7% | -0.5% | +6.7% |
| 6M | +14.7% | +33.9% | -19.2% | +6.8% |
| YTD | +19.2% | +49.0% | -29.8% | +8.1% |
| 1Y | +15.2% | +42.1% | -26.9% | +5.4% |
| 3Y | +6.0% | +51.9% | -45.9% | -6.4% |
| 5Y | +5.4% | +39.0% | -33.6% | -7.2% |
| 10Y | +171.9% | +57.9% | +114.0% | +116.1% |
| All | +1,117.5% | +100.3% | +1,017.2% | +640.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling