+179.8%
KDP vs IVZ
+60.3%
+119.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.3% |
| 7D | -1.6% | +1.2% | -2.7% | -1.7% |
| 30D | +9.5% | +1.8% | +7.7% | +9.2% |
| 3M | +2.6% | +15.7% | -13.1% | +0.3% |
| 6M | +15.6% | +36.3% | -20.7% | +10.1% |
| YTD | +17.3% | +24.9% | -7.6% | +12.8% |
| 1Y | +20.1% | +48.9% | -28.8% | +12.2% |
| 3Y | +4.9% | +136.8% | -131.9% | -10.8% |
| 5Y | +5.0% | +60.0% | -55.0% | -6.7% |
| 10Y | +179.8% | +63.4% | +116.4% | +112.5% |
| All | +179.8% | +60.3% | +119.4% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IVZ 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling