+45.1%
KDP vs RVTY
+71.7%
-26.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.7% |
| 7D | +8.2% | -2.7% | +10.9% | +8.1% |
| 30D | +18.4% | +3.2% | +15.1% | +18.4% |
| 3M | +29.2% | +37.2% | -8.0% | +28.2% |
| 6M | +32.3% | +57.7% | -25.4% | +31.0% |
| YTD | +38.5% | +64.8% | -26.4% | +36.6% |
| All | +45.1% | +71.7% | -26.6% | +43.3% |
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 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