+1,526.9%
KDP price history and return analytics
+355.4%
+1,171.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.0% |
| 7D | +8.2% | -0.1% | +8.3% | +8.2% |
| 30D | +18.4% | -3.1% | +21.4% | +20.0% |
| 3M | +29.2% | -3.5% | +32.7% | +31.3% |
| 6M | +32.3% | +0.5% | +31.8% | +31.4% |
| YTD | +38.5% | +10.8% | +27.7% | +30.7% |
| 1Y | +48.5% | +11.9% | +36.6% | +39.3% |
| 3Y | +32.5% | +73.0% | -40.5% | -1.6% |
| 5Y | +19.7% | +58.6% | -38.9% | -8.0% |
| 10Y | +256.4% | +219.2% | +37.2% | +86.2% |
| All | +1,526.9% | +355.4% | +1,171.5% | +485.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling