+802.8%
TEAM vs KDP
+183.7%
+619.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.4% |
| 7D | -0.4% | +1.3% | -1.7% | -0.7% |
| 30D | +67.3% | +6.0% | +61.3% | +65.3% |
| 3M | +86.8% | +9.2% | +77.6% | +83.3% |
| 6M | +146.8% | +14.7% | +132.1% | +139.2% |
| YTD | +16.9% | +19.2% | -2.3% | +12.0% |
| 1Y | +12.8% | +15.2% | -2.4% | +8.7% |
| 3Y | -7.3% | +6.0% | -13.2% | -10.1% |
| 5Y | -50.7% | +5.4% | -56.1% | -52.0% |
| 10Y | +529.8% | +171.9% | +358.0% | +460.1% |
| All | +802.8% | +183.7% | +619.1% | +691.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling