+521.8%
NOW vs KDP
+264.7%
+257.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.8% |
| 7D | -5.6% | +4.0% | -9.5% | -6.4% |
| 30D | -26.8% | +16.8% | -43.6% | -29.5% |
| 3M | -19.4% | +32.0% | -51.5% | -24.7% |
| 6M | +12.3% | +35.2% | -22.8% | +4.3% |
| YTD | -32.9% | +40.9% | -73.8% | -38.8% |
| 1Y | -40.3% | +47.7% | -88.0% | -46.3% |
| 3Y | -19.1% | +34.8% | -53.8% | -26.8% |
| 5Y | -24.4% | +22.6% | -47.0% | -29.6% |
| 10Y | +521.8% | +266.4% | +255.4% | +397.0% |
| All | +521.8% | +264.7% | +257.1% | +397.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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