+229.6%
KDP vs EXR
+221.5%
+8.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +2.2% | +5.2% | -3.0% | +1.0% |
| 30D | +19.9% | +20.9% | -0.9% | +14.8% |
| 3M | +21.5% | +7.7% | +13.8% | +19.4% |
| 6M | +30.1% | +13.2% | +16.9% | +26.4% |
| YTD | +34.9% | +26.5% | +8.5% | +27.8% |
| 1Y | +43.4% | +27.2% | +16.2% | +35.6% |
| 3Y | +29.1% | +71.5% | -42.5% | +12.9% |
| 5Y | +15.0% | +0.4% | +14.6% | +11.8% |
| All | +229.6% | +221.5% | +8.1% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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