+1,278.3%
KDP vs MET
+206.3%
+1,072.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | +2.2% | -1.2% | +3.4% | +2.4% |
| 30D | +19.9% | +3.2% | +16.7% | +19.2% |
| 3M | +21.5% | -1.1% | +22.6% | +21.7% |
| 6M | +30.1% | +25.0% | +5.1% | +24.4% |
| YTD | +34.9% | +27.9% | +7.1% | +28.1% |
| 1Y | +43.4% | +32.9% | +10.5% | +35.1% |
| 3Y | +29.1% | +78.8% | -49.7% | +13.4% |
| 5Y | +15.0% | +79.6% | -64.6% | -0.1% |
| 10Y | +234.1% | +228.1% | +6.0% | +145.4% |
| All | +1,278.3% | +206.3% | +1,072.0% | +751.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling