+23.6%
KDP vs GEN
+64.0%
-40.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -3.1% | -4.3% | -7.0% |
| 7D | -4.0% | -3.0% | -1.0% | -3.6% |
| 30D | +8.5% | +24.7% | -16.2% | +6.1% |
| 3M | +20.7% | +4.1% | +16.6% | +20.0% |
| 6M | +23.2% | +36.0% | -12.9% | +19.3% |
| YTD | +30.5% | +10.9% | +19.6% | +29.7% |
| 1Y | +35.9% | +12.2% | +23.7% | +34.8% |
| All | +23.6% | +64.0% | -40.4% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling