+1,290.0%
KDP vs MET
+216.9%
+1,073.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.6% | +0.2% |
| 7D | +0.3% | +1.3% | -1.0% | +0.1% |
| 30D | +16.3% | +4.0% | +12.3% | +15.4% |
| 3M | +24.0% | +4.6% | +19.4% | +22.9% |
| 6M | +30.0% | +32.8% | -2.8% | +22.8% |
| YTD | +36.1% | +32.3% | +3.8% | +28.3% |
| 1Y | +46.8% | +37.1% | +9.7% | +37.4% |
| 3Y | +30.5% | +86.8% | -56.4% | +13.6% |
| 5Y | +17.9% | +87.4% | -69.5% | +1.6% |
| 10Y | +239.3% | +209.9% | +29.4% | +152.3% |
| All | +1,290.0% | +216.9% | +1,073.1% | +752.6% |
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