+1,288.1%
KDP vs BIL
+26.1%
+1,262.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +4.5% | -0.3% | +4.8% | +3.2% |
| 30D | +18.5% | 0.0% | +18.5% | +18.4% |
| 3M | +20.8% | +0.3% | +20.5% | +22.7% |
| 6M | +29.4% | +1.2% | +28.2% | +37.3% |
| YTD | +35.9% | +2.4% | +33.5% | +53.4% |
| 1Y | +42.5% | +3.0% | +39.4% | +65.7% |
| 3Y | +29.4% | +13.1% | +16.2% | +143.4% |
| 5Y | +15.8% | +19.4% | -3.6% | +189.6% |
| 10Y | +236.5% | +25.2% | +211.3% | +964.0% |
| All | +1,288.1% | +26.1% | +1,262.0% | +4,520.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling