+17.9%
KDP price history and return analytics
+57.4%
-39.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | 0.0% |
| 7D | +0.3% | +0.4% | 0.0% | +0.2% |
| 30D | +16.3% | -2.6% | +18.9% | +17.2% |
| 3M | +24.0% | -3.2% | +27.2% | +25.2% |
| 6M | +30.0% | +0.9% | +29.0% | +29.2% |
| YTD | +36.1% | +11.3% | +24.8% | +30.5% |
| 1Y | +46.8% | +14.0% | +32.8% | +39.6% |
| 3Y | +30.5% | +75.8% | -45.4% | +3.2% |
| 5Y | +17.9% | +57.8% | -39.9% | -2.0% |
| All | +17.9% | +57.4% | -39.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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