+256.4%
KDP vs GEN
+151.0%
+105.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | +8.2% | +1.0% | +7.2% | +8.1% |
| 30D | +18.4% | +29.1% | -10.7% | +14.7% |
| 3M | +29.2% | +2.9% | +26.3% | +28.4% |
| 6M | +32.3% | +33.6% | -1.3% | +27.2% |
| YTD | +38.5% | +12.0% | +26.4% | +35.7% |
| 1Y | +48.5% | +16.2% | +32.3% | +44.8% |
| 3Y | +32.5% | +65.1% | -32.6% | +22.8% |
| 5Y | +19.7% | +33.3% | -13.6% | +12.6% |
| 10Y | +256.4% | +149.7% | +106.7% | +194.6% |
| All | +256.4% | +151.0% | +105.4% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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