+1,288.1%
KDP vs LII
+1,259.4%
+28.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.9% |
| 7D | +4.5% | +0.2% | +4.3% | +4.5% |
| 30D | +18.5% | -4.6% | +23.1% | +19.6% |
| 3M | +20.8% | -21.7% | +42.5% | +27.6% |
| 6M | +29.4% | -32.8% | +62.2% | +40.0% |
| YTD | +35.9% | -27.5% | +63.4% | +43.6% |
| 1Y | +42.5% | -28.0% | +70.4% | +50.6% |
| 3Y | +29.4% | -7.2% | +36.6% | +24.1% |
| 5Y | +15.8% | +22.6% | -6.8% | +0.6% |
| 10Y | +236.5% | +171.5% | +64.9% | +128.0% |
| All | +1,288.1% | +1,259.4% | +28.7% | +456.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling