+16.2%
KDP vs RMD
-7.7%
+23.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | -0.8% | +2.1% | -2.9% | -1.1% |
| 30D | +9.7% | +2.1% | +7.6% | +9.3% |
| 3M | +17.6% | +6.2% | +11.4% | +16.5% |
| 6M | +25.8% | +19.4% | +6.4% | +22.5% |
| YTD | +33.9% | +0.5% | +33.3% | +32.9% |
| 1Y | +38.9% | -3.9% | +42.8% | +38.6% |
| 3Y | +26.8% | +72.5% | -45.8% | +13.4% |
| All | +16.2% | -7.7% | +23.9% | +15.5% |
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