+43.4%
KDP vs FLEX
+6.1%
+37.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.5% |
| 7D | +2.2% | -19.3% | +21.5% | +1.2% |
| 30D | +19.9% | -41.5% | +61.5% | +17.6% |
| 3M | +21.5% | -43.1% | +64.6% | +19.1% |
| 6M | +30.1% | -48.2% | +78.3% | +27.2% |
| YTD | +34.9% | +15.5% | +19.4% | +32.1% |
| 1Y | +43.4% | +10.2% | +33.2% | +41.8% |
| All | +43.4% | +6.1% | +37.3% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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