+48.5%
KDP vs RBA
-3.8%
+52.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +8.2% | +3.2% | +5.0% | +7.9% |
| 30D | +18.4% | +12.0% | +6.3% | +17.4% |
| 3M | +29.2% | +2.9% | +26.3% | +28.2% |
| 6M | +32.3% | -6.3% | +38.5% | +32.0% |
| YTD | +38.5% | -5.9% | +44.4% | +36.0% |
| 1Y | +48.5% | -3.9% | +52.4% | +45.6% |
| All | +48.5% | -3.8% | +52.3% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling