+29.1%
KDP vs RRC
+36.3%
-7.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.7% |
| 7D | +2.2% | -10.8% | +13.0% | +2.4% |
| 30D | +19.9% | +22.3% | -2.4% | +19.3% |
| 3M | +21.5% | +26.6% | -5.1% | +20.8% |
| 6M | +30.1% | +18.9% | +11.2% | +29.5% |
| YTD | +34.9% | +39.2% | -4.3% | +33.8% |
| 1Y | +43.4% | +34.0% | +9.4% | +42.3% |
| 3Y | +29.1% | +42.0% | -12.9% | +29.5% |
| All | +29.1% | +36.3% | -7.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling