+1,290.0%
KDP vs RVTY
+549.5%
+740.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.1% |
| 7D | +0.3% | +6.0% | -5.7% | -1.2% |
| 30D | +16.3% | +4.3% | +12.0% | +14.8% |
| 3M | +24.0% | +40.2% | -16.2% | +14.2% |
| 6M | +30.0% | +59.3% | -29.3% | +16.0% |
| YTD | +36.1% | +66.5% | -30.4% | +19.0% |
| 1Y | +46.8% | +77.5% | -30.7% | +26.4% |
| 3Y | +30.5% | +92.5% | -62.0% | +7.1% |
| 5Y | +17.9% | -6.8% | +24.7% | +13.0% |
| 10Y | +239.3% | +225.4% | +13.9% | +118.2% |
| All | +1,290.0% | +549.5% | +740.5% | +550.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling