+250.2%
XLI vs KDP
+173.3%
+76.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.2% |
| 7D | -2.3% | -4.3% | +2.0% | -1.2% |
| 30D | -8.2% | +7.8% | -16.0% | -10.0% |
| 3M | +0.8% | -0.1% | +0.8% | +0.4% |
| 6M | +0.8% | +14.0% | -13.2% | -3.2% |
| YTD | +10.5% | +15.1% | -4.5% | +5.7% |
| 1Y | +14.1% | +18.5% | -4.4% | +7.9% |
| 3Y | +68.6% | +2.9% | +65.7% | +63.7% |
| 5Y | +80.4% | +3.0% | +77.4% | +74.9% |
| All | +250.2% | +173.3% | +76.9% | +203.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling