-11.4%
TEAM vs KDP
+28.7%
-40.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.7% | -15.4% | -16.2% |
| 7D | -19.8% | +2.2% | -22.0% | -19.8% |
| 30D | -21.5% | +19.9% | -41.4% | -21.7% |
| 3M | +39.5% | +21.5% | +18.0% | +39.1% |
| 6M | +73.1% | +30.1% | +43.0% | +73.1% |
| YTD | -5.2% | +34.9% | -40.2% | -4.9% |
| 1Y | -1.6% | +43.4% | -45.0% | -1.8% |
| 3Y | -11.4% | +29.1% | -40.5% | -14.1% |
| All | -11.4% | +28.7% | -40.1% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling