+1,980.5%
NOW vs KDP
+651.3%
+1,329.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.3% | -6.2% | -6.0% |
| 7D | -6.7% | +4.5% | -11.2% | -7.8% |
| 30D | -25.8% | +18.5% | -44.3% | -29.1% |
| 3M | -12.7% | +20.8% | -33.5% | -17.1% |
| 6M | +11.2% | +29.4% | -18.2% | +3.7% |
| YTD | -33.2% | +35.9% | -69.1% | -39.0% |
| 1Y | -41.8% | +42.5% | -84.3% | -47.7% |
| 3Y | -15.7% | +29.4% | -45.0% | -23.5% |
| 5Y | -26.0% | +15.8% | -41.8% | -30.8% |
| 10Y | +515.1% | +236.5% | +278.6% | +328.0% |
| All | +1,980.5% | +651.3% | +1,329.2% | +1,038.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling