+27.1%
V vs KDP
+46.6%
-19.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | -0.8% | +0.3% | -1.1% | -1.0% |
| 30D | +9.5% | +16.3% | -6.8% | +7.4% |
| 3M | +16.7% | +24.0% | -7.3% | +13.7% |
| 6M | +32.9% | +30.0% | +3.0% | +30.4% |
| YTD | +21.1% | +36.1% | -15.0% | +19.6% |
| All | +27.1% | +46.6% | -19.5% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling