+1,117.5%
KDP vs GEN
+342.5%
+775.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | +1.3% | -1.2% | +2.5% | +1.5% |
| 30D | +6.0% | +10.1% | -4.2% | +3.9% |
| 3M | +9.2% | +16.1% | -6.9% | +5.9% |
| 6M | +14.7% | +38.9% | -24.2% | +6.7% |
| YTD | +19.2% | +14.4% | +4.8% | +15.0% |
| 1Y | +15.2% | +5.9% | +9.3% | +12.8% |
| 3Y | +6.0% | +58.8% | -52.8% | -6.0% |
| 5Y | +5.4% | +24.7% | -19.2% | -3.5% |
| 10Y | +171.9% | +163.1% | +8.8% | +94.0% |
| All | +1,117.5% | +342.5% | +775.0% | +542.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling