+1,288.1%
KDP vs D
+238.2%
+1,049.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | +4.5% | +6.9% | -2.4% | +2.0% |
| 30D | +18.5% | +12.3% | +6.2% | +13.6% |
| 3M | +20.8% | +3.0% | +17.8% | +19.5% |
| 6M | +29.4% | +12.8% | +16.6% | +23.4% |
| YTD | +35.9% | +22.6% | +13.3% | +25.5% |
| 1Y | +42.5% | +21.7% | +20.8% | +31.7% |
| 3Y | +29.4% | +83.9% | -54.6% | +1.0% |
| 5Y | +15.8% | +14.0% | +1.8% | +7.3% |
| 10Y | +236.5% | +45.6% | +190.9% | +163.6% |
| All | +1,288.1% | +238.2% | +1,049.9% | +524.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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