+266.4%
KDP vs TRU
+186.2%
+80.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | +4.0% | 0.0% | +4.0% | +4.0% |
| 30D | +16.8% | +24.3% | -7.5% | +12.9% |
| 3M | +32.0% | +2.3% | +29.7% | +31.2% |
| 6M | +35.2% | +17.7% | +17.5% | +31.4% |
| YTD | +40.9% | -3.8% | +44.7% | +40.2% |
| 1Y | +47.7% | -0.3% | +48.0% | +46.0% |
| 3Y | +34.8% | +58.4% | -23.6% | +20.0% |
| 5Y | +22.6% | -24.0% | +46.6% | +22.7% |
| 10Y | +266.4% | +187.9% | +78.5% | +206.2% |
| All | +266.4% | +186.2% | +80.2% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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