+47.7%
KDP vs DINO
+88.7%
-41.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.3% | +1.8% |
| 7D | +4.0% | -2.7% | +6.7% | +3.9% |
| 30D | +16.8% | -17.2% | +34.0% | +16.6% |
| 3M | +32.0% | +18.9% | +13.1% | +31.6% |
| 6M | +35.2% | +40.6% | -5.4% | +35.1% |
| YTD | +40.9% | +125.9% | -85.0% | +40.4% |
| 1Y | +47.7% | +90.9% | -43.3% | +51.8% |
| All | +47.7% | +88.7% | -41.1% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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