+108.3%
V vs KDP
+16.7%
+91.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.7% |
| 7D | +0.9% | -0.8% | +1.7% | +1.0% |
| 30D | +9.0% | +9.7% | -0.8% | +6.6% |
| 3M | +16.7% | +17.6% | -0.9% | +12.2% |
| 6M | +33.4% | +25.8% | +7.6% | +26.2% |
| YTD | +22.4% | +33.9% | -11.5% | +13.7% |
| 1Y | +27.7% | +38.9% | -11.2% | +17.4% |
| 3Y | +78.0% | +26.8% | +51.2% | +64.9% |
| All | +108.3% | +16.7% | +91.6% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling