+266.4%
KDP vs RVTY
+219.6%
+46.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.8% |
| 7D | +4.0% | -0.7% | +4.7% | +4.0% |
| 30D | +16.8% | +1.7% | +15.1% | +16.2% |
| 3M | +32.0% | +36.8% | -4.8% | +25.0% |
| 6M | +35.2% | +60.1% | -25.0% | +24.5% |
| YTD | +40.9% | +64.0% | -23.1% | +28.4% |
| 1Y | +47.7% | +68.2% | -20.6% | +33.8% |
| 3Y | +34.8% | +88.8% | -54.0% | +17.2% |
| 5Y | +22.6% | -10.5% | +33.2% | +20.9% |
| 10Y | +266.4% | +219.7% | +46.7% | +175.3% |
| All | +266.4% | +219.6% | +46.9% | +175.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling