+81.3%
RKT vs KDP
+28.1%
+53.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.9% |
| 7D | -9.0% | -0.8% | -8.2% | -8.7% |
| 30D | +30.2% | +9.7% | +20.5% | +26.5% |
| 3M | -8.8% | +17.6% | -26.5% | -13.5% |
| 6M | -0.9% | +25.8% | -26.7% | -7.8% |
| YTD | -29.2% | +33.9% | -63.1% | -35.3% |
| 1Y | -20.1% | +38.9% | -58.9% | -27.9% |
| 3Y | +81.3% | +26.8% | +54.5% | +55.8% |
| All | +81.3% | +28.1% | +53.2% | +55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling