+475.2%
TEAM vs KDP
+175.4%
+299.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -6.9% |
| 7D | -5.7% | +2.1% | -7.7% | -6.1% |
| 30D | +18.3% | +8.5% | +9.9% | +16.4% |
| 3M | +80.2% | +6.6% | +73.6% | +77.5% |
| 6M | +111.0% | +17.1% | +93.9% | +103.2% |
| YTD | +8.8% | +19.0% | -10.2% | +4.0% |
| 1Y | +2.2% | +21.8% | -19.6% | -3.1% |
| 3Y | -14.6% | +6.4% | -21.1% | -17.5% |
| 5Y | -53.8% | +5.1% | -58.9% | -55.1% |
| 10Y | +475.2% | +175.8% | +299.4% | +411.8% |
| All | +475.2% | +175.4% | +299.9% | +411.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling