+256.4%
KDP vs TRGP
+762.8%
-506.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +1.4% |
| 7D | +8.2% | -5.8% | +14.0% | +8.9% |
| 30D | +18.4% | -1.5% | +19.8% | +18.3% |
| 3M | +29.2% | +6.1% | +23.1% | +27.9% |
| 6M | +32.3% | +14.4% | +17.9% | +29.4% |
| YTD | +38.5% | +55.3% | -16.9% | +30.2% |
| 1Y | +48.5% | +69.1% | -20.6% | +38.1% |
| 3Y | +32.5% | +254.3% | -221.8% | +10.1% |
| 5Y | +19.7% | +471.4% | -451.7% | -8.2% |
| 10Y | +256.4% | +773.0% | -516.6% | +120.1% |
| All | +256.4% | +762.8% | -506.4% | +120.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling