+30.8%
RCL vs KDP
+49.2%
-18.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.4% |
| 7D | +8.5% | +8.2% | +0.3% | +6.5% |
| 30D | +20.4% | +18.4% | +2.0% | +16.6% |
| 3M | +11.0% | +29.2% | -18.2% | +5.0% |
| 6M | +24.9% | +32.3% | -7.4% | +17.8% |
| YTD | +23.9% | +38.5% | -14.6% | +18.9% |
| 1Y | +30.8% | +48.5% | -17.7% | +23.8% |
| All | +30.8% | +49.2% | -18.4% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling