+175.8%
KDP vs FXI
+14.7%
+161.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | +0.2% |
| 7D | +2.1% | -1.0% | +3.0% | +2.2% |
| 30D | +8.5% | -3.2% | +11.7% | +8.9% |
| 3M | +6.6% | +1.7% | +4.9% | +6.3% |
| 6M | +17.1% | -1.6% | +18.6% | +17.2% |
| YTD | +19.0% | -7.9% | +27.0% | +20.0% |
| 1Y | +21.8% | -9.6% | +31.4% | +23.0% |
| 3Y | +6.4% | +40.5% | -34.0% | +0.1% |
| 5Y | +5.1% | -6.2% | +11.4% | +5.9% |
| 10Y | +175.8% | +14.2% | +161.7% | +145.5% |
| All | +175.8% | +14.7% | +161.1% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FXI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling