+467.0%
TEAM vs KDP
+235.7%
+231.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.6% |
| 7D | -17.2% | +0.3% | -17.5% | -17.3% |
| 30D | -25.1% | +16.3% | -41.4% | -27.5% |
| 3M | +3.9% | +24.0% | -20.1% | -0.8% |
| 6M | +69.1% | +30.0% | +39.1% | +59.6% |
| YTD | -4.5% | +36.1% | -40.5% | -11.2% |
| 1Y | -1.9% | +46.8% | -48.7% | -10.5% |
| 3Y | -9.3% | +30.5% | -39.8% | -16.4% |
| 5Y | -65.2% | +17.9% | -83.1% | -66.9% |
| 10Y | +467.0% | +239.3% | +227.7% | +395.2% |
| All | +467.0% | +235.7% | +231.3% | +395.2% |
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