+27.6%
SCHD vs KDP
+18.4%
+9.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -3.7% | +1.7% | -1.4% |
| 30D | -0.4% | +6.2% | -6.6% | -1.4% |
| 3M | +5.7% | +1.2% | +4.5% | +5.4% |
| 6M | +11.9% | +15.3% | -3.5% | +9.1% |
| YTD | +26.4% | +14.8% | +11.6% | +23.3% |
| 1Y | +27.6% | +17.6% | +10.0% | +24.0% |
| All | +27.6% | +18.4% | +9.2% | +24.0% |
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 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