+1,290.0%
KDP vs BEN
+109.0%
+1,181.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.5% | -0.6% |
| 7D | +0.3% | +12.2% | -11.9% | -2.3% |
| 30D | +16.3% | +12.1% | +4.2% | +13.2% |
| 3M | +24.0% | +7.3% | +16.7% | +21.8% |
| 6M | +30.0% | +17.9% | +12.1% | +24.7% |
| YTD | +36.1% | +55.4% | -19.4% | +22.0% |
| 1Y | +46.8% | +69.3% | -22.5% | +29.0% |
| 3Y | +30.5% | +82.8% | -52.4% | +10.2% |
| 5Y | +17.9% | +28.8% | -10.9% | +6.0% |
| 10Y | +239.3% | +53.9% | +185.4% | +173.0% |
| All | +1,290.0% | +109.0% | +1,181.0% | +736.4% |
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