+229.6%
KDP vs GEN
+157.3%
+72.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.4% |
| 7D | +2.2% | +2.3% | -0.1% | +2.0% |
| 30D | +19.9% | +33.1% | -13.1% | +15.9% |
| 3M | +21.5% | +6.5% | +15.0% | +20.2% |
| 6M | +30.1% | +53.8% | -23.7% | +23.0% |
| YTD | +34.9% | +11.2% | +23.7% | +32.3% |
| 1Y | +43.4% | +19.4% | +24.0% | +39.3% |
| 3Y | +29.1% | +81.0% | -52.0% | +18.2% |
| 5Y | +15.0% | +33.4% | -18.5% | +8.2% |
| All | +229.6% | +157.3% | +72.3% | +172.0% |
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