+95.3%
RKT vs KDP
+28.7%
+66.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +17.7% | +2.2% | +15.5% | +16.7% |
| 30D | +31.6% | +19.9% | +11.7% | +24.2% |
| 3M | +13.9% | +21.5% | -7.6% | +7.0% |
| 6M | +2.8% | +30.1% | -27.3% | -5.3% |
| YTD | -22.2% | +34.9% | -57.2% | -29.1% |
| 1Y | -3.5% | +43.4% | -46.9% | -13.9% |
| 3Y | +95.3% | +29.1% | +66.2% | +60.8% |
| All | +95.3% | +28.7% | +66.6% | +60.8% |
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