+266.4%
KDP vs IWD
+205.2%
+61.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.3% | +1.5% |
| 7D | +4.0% | -0.6% | +4.5% | +4.2% |
| 30D | +16.8% | +3.6% | +13.2% | +14.8% |
| 3M | +32.0% | +2.7% | +29.4% | +30.4% |
| 6M | +35.2% | +13.2% | +21.9% | +27.0% |
| YTD | +40.9% | +26.8% | +14.2% | +25.0% |
| 1Y | +47.7% | +29.3% | +18.4% | +29.6% |
| 3Y | +34.8% | +85.1% | -50.3% | -2.0% |
| 5Y | +22.6% | +74.2% | -51.6% | -8.6% |
| 10Y | +266.4% | +204.6% | +61.8% | +102.5% |
| All | +266.4% | +205.2% | +61.2% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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