+1,290.0%
KDP vs RMD
+1,311.3%
-21.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +0.3% | +1.2% | -0.9% | +0.1% |
| 30D | +16.3% | +2.5% | +13.8% | +15.7% |
| 3M | +24.0% | +11.5% | +12.4% | +21.3% |
| 6M | +30.0% | +14.7% | +15.3% | +26.2% |
| YTD | +36.1% | -1.3% | +37.4% | +35.4% |
| 1Y | +46.8% | -5.3% | +52.1% | +47.1% |
| 3Y | +30.5% | +68.8% | -38.3% | +14.6% |
| 5Y | +17.9% | -5.9% | +23.8% | +14.3% |
| 10Y | +239.3% | +348.7% | -109.4% | +121.8% |
| All | +1,290.0% | +1,311.3% | -21.3% | +486.4% |
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