+239.3%
KDP vs DAR
+288.2%
-49.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.8% | +0.3% |
| 7D | +0.3% | -2.8% | +3.1% | +0.6% |
| 30D | +16.3% | -12.8% | +29.1% | +18.0% |
| 3M | +24.0% | -11.6% | +35.6% | +25.3% |
| 6M | +30.0% | -16.8% | +46.8% | +32.1% |
| YTD | +36.1% | +45.9% | -9.8% | +29.1% |
| 1Y | +46.8% | +61.5% | -14.7% | +37.5% |
| 3Y | +30.5% | +23.0% | +7.5% | +23.6% |
| 5Y | +17.9% | -35.8% | +53.7% | +19.9% |
| 10Y | +239.3% | +280.4% | -41.1% | +153.0% |
| All | +239.3% | +288.2% | -49.0% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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