+6.4%
KDP vs DINO
+106.4%
-100.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.2% |
| 7D | +2.1% | +4.2% | -2.1% | +2.0% |
| 30D | +8.5% | +33.9% | -25.4% | +8.1% |
| 3M | +6.6% | +50.5% | -43.9% | +6.2% |
| 6M | +17.1% | +95.2% | -78.1% | +16.4% |
| YTD | +19.0% | +140.6% | -121.5% | +17.9% |
| 1Y | +21.8% | +119.0% | -97.2% | +20.8% |
| 3Y | +6.4% | +100.4% | -93.9% | -0.4% |
| All | +6.4% | +106.4% | -100.0% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling