+1.8%
KDP vs KWEB
-42.7%
+44.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -3.7% | -5.6% | +1.9% | -3.5% |
| 30D | +6.2% | -10.7% | +16.9% | +6.6% |
| 3M | +1.2% | -7.4% | +8.6% | +1.4% |
| 6M | +15.3% | -19.3% | +34.7% | +16.1% |
| YTD | +14.8% | -27.8% | +42.6% | +15.9% |
| 1Y | +17.6% | -35.9% | +53.5% | +19.2% |
| 3Y | +2.1% | -1.9% | +4.1% | +1.6% |
| All | +1.8% | -42.7% | +44.5% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 5y: compounded portfolio wealth divided by compounded KWEB 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…
5y analysis · Full analysis span regression · 6 months rolling