+5.9%
KDP vs KR
+30.5%
-24.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.2% | +0.3% |
| 7D | +2.1% | -1.3% | +3.3% | +2.3% |
| 30D | +8.5% | +1.5% | +6.9% | +8.2% |
| 3M | +6.6% | -8.5% | +15.1% | +8.2% |
| 6M | +17.1% | -21.9% | +38.9% | +21.9% |
| YTD | +19.0% | -6.9% | +25.9% | +19.8% |
| 1Y | +21.8% | -14.0% | +35.7% | +24.3% |
| All | +5.9% | +30.5% | -24.6% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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