+63.6%
SCHD vs KDP
+16.7%
+46.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.2% |
| 7D | +2.7% | -0.8% | +3.5% | +2.8% |
| 30D | +7.1% | +9.7% | -2.6% | +4.2% |
| 3M | +5.7% | +17.6% | -11.9% | +0.8% |
| 6M | +15.6% | +25.8% | -10.2% | +7.8% |
| YTD | +34.9% | +33.9% | +1.0% | +23.2% |
| 1Y | +37.4% | +38.9% | -1.5% | +24.0% |
| 3Y | +74.5% | +26.8% | +47.7% | +58.3% |
| All | +63.6% | +16.7% | +46.9% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling