+239.1%
KDP vs BR
+275.8%
-36.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.7% | -6.7% | -7.2% |
| 7D | -4.0% | -1.3% | -2.7% | -3.7% |
| 30D | +8.5% | +13.7% | -5.2% | +5.5% |
| 3M | +20.7% | +13.8% | +6.9% | +17.4% |
| 6M | +23.2% | +29.7% | -6.5% | +16.2% |
| YTD | +30.5% | -12.6% | +43.1% | +33.7% |
| 1Y | +35.9% | -12.4% | +48.3% | +39.1% |
| 3Y | +24.8% | +14.1% | +10.7% | +19.4% |
| 5Y | +13.4% | +18.7% | -5.3% | +6.1% |
| All | +239.1% | +275.8% | -36.7% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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