+256.4%
KDP vs MET
+206.5%
+49.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | +8.2% | +1.8% | +6.4% | +7.8% |
| 30D | +18.4% | +4.8% | +13.6% | +17.3% |
| 3M | +29.2% | +6.2% | +23.0% | +27.7% |
| 6M | +32.3% | +33.8% | -1.5% | +25.0% |
| YTD | +38.5% | +33.3% | +5.2% | +30.7% |
| 1Y | +48.5% | +36.3% | +12.2% | +39.5% |
| 3Y | +32.5% | +84.6% | -52.1% | +15.9% |
| 5Y | +19.7% | +87.7% | -68.0% | +3.5% |
| 10Y | +256.4% | +198.0% | +58.4% | +172.1% |
| All | +256.4% | +206.5% | +49.9% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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