+1,278.3%
KDP vs EXR
+1,729.6%
-451.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +2.2% | +5.2% | -3.0% | +0.9% |
| 30D | +19.9% | +20.9% | -0.9% | +14.4% |
| 3M | +21.5% | +7.7% | +13.8% | +19.3% |
| 6M | +30.1% | +13.2% | +16.9% | +26.1% |
| YTD | +34.9% | +26.5% | +8.5% | +27.0% |
| 1Y | +43.4% | +27.2% | +16.2% | +34.7% |
| 3Y | +29.1% | +71.5% | -42.5% | +10.8% |
| 5Y | +15.0% | +0.4% | +14.6% | +10.8% |
| 10Y | +234.1% | +225.2% | +8.9% | +130.9% |
| All | +1,278.3% | +1,729.6% | -451.3% | +421.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling