+30.5%
KDP vs TRGP
+247.0%
-216.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.8% |
| 7D | +0.3% | -7.2% | +7.5% | +0.4% |
| 30D | +16.3% | -4.2% | +20.5% | +16.2% |
| 3M | +24.0% | +7.0% | +17.0% | +23.3% |
| 6M | +30.0% | +11.2% | +18.7% | +28.9% |
| YTD | +36.1% | +51.1% | -15.0% | +33.4% |
| 1Y | +46.8% | +62.0% | -15.2% | +43.5% |
| 3Y | +30.5% | +248.2% | -217.7% | +28.3% |
| All | +30.5% | +247.0% | -216.6% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling