+43.5%
KDP vs RVTY
+74.0%
-30.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.4% | +5.8% |
| 7D | +5.3% | -3.6% | +8.9% | +5.6% |
| 30D | +19.1% | +1.4% | +17.7% | +19.2% |
| 3M | +19.2% | +43.2% | -24.0% | +17.8% |
| 6M | +29.3% | +84.5% | -55.2% | +28.0% |
| YTD | +35.5% | +65.2% | -29.7% | +32.8% |
| 1Y | +43.5% | +74.3% | -30.8% | +39.7% |
| All | +43.5% | +74.0% | -30.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling