+31.7%
KDP vs SOLS
+26.5%
+5.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.0% | -6.4% | -7.4% |
| 7D | -4.0% | +20.8% | -24.8% | -4.0% |
| 30D | +8.5% | +9.2% | -0.7% | +8.3% |
| 3M | +20.7% | +7.1% | +13.6% | +20.5% |
| 6M | +23.2% | -23.7% | +46.8% | +25.0% |
| YTD | +30.5% | +37.3% | -6.9% | +29.2% |
| 1Y | +35.9% | +42.2% | -6.3% | +34.7% |
| All | +31.7% | +26.5% | +5.2% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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