+266.4%
KDP vs BIL
+25.6%
+240.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | +4.0% | +0.1% | +3.9% | +4.5% |
| 30D | +16.8% | 0.0% | +16.8% | +16.7% |
| 3M | +32.0% | +0.6% | +31.4% | +36.2% |
| 6M | +35.2% | +1.5% | +33.6% | +46.5% |
| YTD | +40.9% | +2.8% | +38.1% | +65.1% |
| 1Y | +47.7% | +3.3% | +44.3% | +79.0% |
| 3Y | +34.8% | +13.4% | +21.4% | +202.5% |
| 5Y | +22.6% | +19.8% | +2.8% | +337.6% |
| 10Y | +266.4% | +25.7% | +240.7% | +1,653.9% |
| All | +266.4% | +25.6% | +240.8% | +1,653.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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