+1,117.5%
KDP vs DINO
+987.2%
+130.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +1.3% | +5.7% | -4.4% | +0.7% |
| 30D | +6.0% | +27.8% | -21.8% | +3.3% |
| 3M | +9.2% | +45.6% | -36.4% | +4.9% |
| 6M | +14.7% | +88.5% | -73.8% | +7.0% |
| YTD | +19.2% | +134.1% | -114.9% | +8.5% |
| 1Y | +15.2% | +111.1% | -95.9% | +5.8% |
| 3Y | +6.0% | +109.1% | -103.1% | -3.8% |
| 5Y | +5.4% | +307.2% | -301.7% | -13.1% |
| 10Y | +171.9% | +495.9% | -324.1% | +95.8% |
| All | +1,117.5% | +987.2% | +130.3% | +479.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling