+1,117.5%
KDP vs RMD
+1,267.0%
-149.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.3% | -5.0% | +6.3% | +2.2% |
| 30D | +6.0% | +2.2% | +3.8% | +5.5% |
| 3M | +9.2% | +17.8% | -8.7% | +5.7% |
| 6M | +14.7% | -11.3% | +26.0% | +16.7% |
| YTD | +19.2% | -4.4% | +23.6% | +19.4% |
| 1Y | +15.2% | -15.7% | +30.9% | +17.9% |
| 3Y | +6.0% | +47.7% | -41.8% | -4.5% |
| 5Y | +5.4% | -19.2% | +24.6% | +5.4% |
| 10Y | +171.9% | +280.4% | -108.5% | +84.8% |
| All | +1,117.5% | +1,267.0% | -149.6% | +417.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling