+48.5%
KDP vs LII
-28.7%
+77.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | +8.2% | +0.4% | +7.8% | +8.1% |
| 30D | +18.4% | -2.4% | +20.7% | +18.5% |
| 3M | +29.2% | -17.5% | +46.7% | +31.8% |
| 6M | +32.3% | -32.8% | +65.1% | +37.0% |
| YTD | +38.5% | -27.7% | +66.2% | +42.1% |
| 1Y | +48.5% | -28.1% | +76.6% | +52.7% |
| All | +48.5% | -28.7% | +77.2% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling