+43.5%
KDP vs TRGP
+89.5%
-46.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.5% | +10.4% | +5.7% |
| 7D | +5.3% | -6.5% | +11.8% | +5.1% |
| 30D | +19.1% | -0.4% | +19.5% | +18.6% |
| 3M | +19.2% | +8.8% | +10.3% | +18.3% |
| 6M | +29.3% | +11.0% | +18.3% | +27.7% |
| YTD | +35.5% | +57.4% | -21.9% | +30.3% |
| 1Y | +43.5% | +87.9% | -44.4% | +36.3% |
| All | +43.5% | +89.5% | -46.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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