+48.5%
KDP vs TRGP
+65.2%
-16.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +1.8% |
| 7D | +8.2% | -5.8% | +14.0% | +8.0% |
| 30D | +18.4% | -1.5% | +19.8% | +17.7% |
| 3M | +29.2% | +6.1% | +23.1% | +28.1% |
| 6M | +32.3% | +14.4% | +17.9% | +29.2% |
| YTD | +38.5% | +55.3% | -16.9% | +30.8% |
| 1Y | +48.5% | +69.1% | -20.6% | +38.0% |
| All | +48.5% | +65.2% | -16.7% | +38.0% |
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