+38.9%
KDP vs BIL
+3.7%
+35.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.0% |
| 7D | -0.8% | +0.1% | -0.9% | -2.0% |
| 30D | +9.7% | +0.3% | +9.4% | +3.8% |
| 3M | +17.6% | +1.0% | +16.7% | +0.2% |
| 6M | +25.8% | +1.9% | +23.9% | -7.5% |
| YTD | +33.9% | +3.2% | +30.7% | -16.2% |
| 1Y | +38.9% | +3.7% | +35.2% | -19.8% |
| All | +38.9% | +3.7% | +35.2% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling