+247.9%
KDP vs TRGP
+822.5%
-574.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.6% |
| 7D | -0.8% | +12.4% | -13.2% | -2.2% |
| 30D | +9.7% | +2.6% | +7.1% | +9.1% |
| 3M | +17.6% | +11.9% | +5.8% | +15.7% |
| 6M | +25.8% | +13.9% | +11.9% | +23.2% |
| YTD | +33.9% | +64.2% | -30.3% | +25.0% |
| 1Y | +38.9% | +78.5% | -39.6% | +28.3% |
| 3Y | +26.8% | +272.9% | -246.1% | +4.7% |
| 5Y | +16.3% | +510.7% | -494.4% | -11.5% |
| All | +247.9% | +822.5% | -574.6% | +113.1% |
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