+21.8%
KDP vs XRT
-1.4%
+23.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.6% |
| 7D | +2.1% | -0.3% | +2.3% | +2.1% |
| 30D | +8.5% | -5.6% | +14.1% | +10.7% |
| 3M | +6.6% | +2.5% | +4.1% | +6.1% |
| 6M | +17.1% | +3.7% | +13.4% | +15.8% |
| YTD | +19.0% | +1.0% | +18.1% | +18.4% |
| 1Y | +21.8% | -1.2% | +23.0% | +23.7% |
| All | +21.8% | -1.4% | +23.1% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling