+35.9%
KDP vs TMF
-29.9%
+65.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.4% | -3.0% | -6.4% |
| 7D | -4.0% | -8.2% | +4.2% | -2.3% |
| 30D | +8.5% | +5.3% | +3.1% | +8.1% |
| 3M | +20.7% | -8.5% | +29.2% | +21.9% |
| 6M | +23.2% | -17.2% | +40.4% | +25.2% |
| YTD | +30.5% | -23.4% | +53.9% | +34.2% |
| 1Y | +35.9% | -30.2% | +66.1% | +39.4% |
| All | +35.9% | -29.9% | +65.7% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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