+47.7%
KDP vs GEN
+18.5%
+29.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.6% |
| 7D | +4.0% | -0.8% | +4.8% | +4.0% |
| 30D | +16.8% | +31.2% | -14.4% | +14.5% |
| 3M | +32.0% | +6.1% | +25.9% | +31.2% |
| 6M | +35.2% | +38.1% | -3.0% | +33.4% |
| YTD | +40.9% | +14.4% | +26.5% | +42.9% |
| 1Y | +47.7% | +15.1% | +32.5% | +49.7% |
| All | +47.7% | +18.5% | +29.1% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling