+452.0%
TEAM vs KDP
+238.8%
+213.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | +1.4% |
| 7D | -16.9% | -4.0% | -12.9% | -16.3% |
| 30D | -26.8% | +8.5% | -35.2% | -28.2% |
| 3M | -1.9% | +20.7% | -22.6% | -5.9% |
| 6M | +79.2% | +23.2% | +56.0% | +70.8% |
| YTD | -6.1% | +30.5% | -36.6% | -12.1% |
| 1Y | -2.1% | +35.9% | -37.9% | -9.3% |
| 3Y | -13.6% | +24.8% | -38.4% | -19.8% |
| 5Y | -65.8% | +13.4% | -79.2% | -67.3% |
| All | +452.0% | +238.8% | +213.2% | +378.4% |
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