+1,278.3%
KDP vs BEN
+96.5%
+1,181.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.8% |
| 7D | +2.2% | +6.6% | -4.4% | +0.7% |
| 30D | +19.9% | +3.8% | +16.1% | +18.8% |
| 3M | +21.5% | +0.2% | +21.3% | +21.2% |
| 6M | +30.1% | +10.4% | +19.7% | +26.7% |
| YTD | +34.9% | +46.2% | -11.2% | +22.7% |
| 1Y | +43.4% | +52.3% | -8.9% | +29.1% |
| 3Y | +29.1% | +65.9% | -36.9% | +11.5% |
| 5Y | +15.0% | +20.6% | -5.6% | +5.0% |
| 10Y | +234.1% | +64.8% | +169.3% | +161.9% |
| All | +1,278.3% | +96.5% | +1,181.8% | +741.2% |
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