+17.0%
KDP vs RMD
-5.3%
+22.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | +2.2% | +2.3% | -0.1% | +1.9% |
| 30D | +19.9% | +4.1% | +15.8% | +19.2% |
| 3M | +21.5% | +5.7% | +15.8% | +20.4% |
| 6M | +30.1% | +12.9% | +17.2% | +27.6% |
| YTD | +34.9% | -1.5% | +36.5% | +34.3% |
| 1Y | +43.4% | -4.8% | +48.1% | +43.3% |
| 3Y | +29.1% | +57.5% | -28.4% | +17.4% |
| All | +17.0% | -5.3% | +22.3% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 5y: compounded portfolio wealth divided by compounded RMD 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…
5y analysis · Full analysis span regression · 6 months rolling