+266.2%
KDP vs PRU
+98.4%
+167.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | +4.0% | -2.8% | +6.8% | +4.5% |
| 30D | +16.8% | +8.5% | +8.3% | +15.0% |
| 3M | +32.0% | +1.7% | +30.3% | +31.6% |
| 6M | +35.2% | +24.8% | +10.4% | +29.7% |
| YTD | +40.9% | +13.3% | +27.6% | +37.3% |
| 1Y | +47.7% | +21.4% | +26.3% | +42.0% |
| 3Y | +34.8% | +54.8% | -20.0% | +22.4% |
| 5Y | +22.6% | +42.4% | -19.7% | +12.0% |
| All | +266.2% | +98.4% | +167.7% | +199.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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