Wrapping Up the Non-Con

The 2023 portion of the 2024 regular season is wrapped up. KU went 12-1 during this non-conference stretch, a good result given the quality of opponents it faced. Using the NCAA’s Net Rankings, KU went 3-1 in Quad 1 games and 1-0 in Quad 2 games. Extrapolate that type of performance out over the rest of the season, and the Jayhawks will cruise into March as a 1-seed. But, this may not be that likely given a few concerning trends.

Best Game, Worse Game

Using a very similar concept to how Ken Pomeroy rates his teams, Charting the Hawks using a point margin difference to rate individual players or games. For CtH, a comparison level of a bubble-team is used to judge how well a player or the Kansas team itself is performing. This is in point differential (or margin) in comparison to a bubble-level mark. For instance, if we’d expect a bubble-level team to beat KU’s current opponent by 10 points (after accounting for location), and KU wins by 18, we’d say that KU had a “game score” of +8.00. This +8.00 score would also equal the net of all Kansas players’ individual game scores, as the system is breaking down each player’s value as a portion of the total team score.

This system is not perfect, but it does have the benefit of being easy(ish) to calculate and understand. In the non-conference, KU’s best game (relative to opponent) was its first one against North Carolina Central. KU’s game score was +24.04, meaning it won by 24 more points than a bubble-team would have expected to. On the flip side, KU’s 8-point win against Eastern Illinois garnished a game score of -15.43, indicating that the actual single-digit margin Kansas won by was about 15 points worse than what a bubble-team would have expected to achieve.

Looking at individuals, KU’s best performance in a game was Hunter Dickinson’s +17.63 margin against Tennessee. Dickinson scored 17 points in that game, but defended great (only allowing 3 points) and rebounded at an elite level, coming down with 20 official rebounds. The interior was owned by Kansas, forcing Tennessee to jack up 33 3-point shots, only to make 9. KU scored 20 more points than the Vols inside the arc that game.

Hunter also has KU’s worst individual performance. It occurred the night before the Tennessee game, against Marquette. Hunt’s score was -10.16 points, indicating a bubble-level player (think average player on a bubble-team) would be expected to play this many more points better against that opponent. In Dickinson’s case, it was the play of Oso Ighodaro which contributed to such a poor game score. Hunter had his worst defensive performance as Ighodaro scored 21 points that night, much of it against HD. In total, Dickinson would give up 26 points to Marquette while grabbing a season-low 8 rebounds.

While this was Dickinson’s worst game, on the season Hunter has been tremendous. Through 13 games, he is adding an estimated 5.35 points per game above bubble, second only to Kevin McCullar at +5.89. The team, as a whole, is averaging only +5.30 points per game above bubble. While the Hawks are 12-1, their point margins haven’t been as good as we’d expect.

Grading Projections

Before the season, KU was projected to have an average game score of +8.51 (vs. +5.30 in reality). This 3.21 point per game difference could be the difference of a win and loss in multiple conference games. In fact, KenPom’s predicted scores for KU’s conference games show 14 games out of 18 to finish within single-digits. KU having underachieving its desired margins so far is a sign of concern, as point margin has predicative implications. This doesn’t mean Kansas can’t improve. To see how, let’s break down KU’s performance to the player level.

This table shows each player’s 2024 projection and actual play through 13 games in points per game.

Player	Pre-Season Proj	Current Actual
Dajuan Harris	+2.50	-2.79
Elmarko Jackson	+0.10	-0.89
Kevin McCullar	+1.71	+5.89
K.J. Adams	+0.93	+2.33
Hunter Dickinson	+5.18	+5.35
Nicolas Timberlake	+0.32	-1.82
Johnny Furphy	-0.84	-0.12
Parker Braun	-0.39	-0.37
Jamari McDowell	-0.72	-1.07
TEAM	+5.30	+8.51

While there is still a lot of season left, there have been quite a few players with far different scores than their preseason predictions. Dajuan Harris has been the worst, performing over 5 points worse per game than his projection. Nicolas Timberlake and Elmarko Jackson have also been worse than expected, although Jackson has performed to his preseason expectation over his last 8 games (thanks to his defense). But KU’s guards are what’s holding the team back.

On the flip side, Kevin McCullar has overshot his preseason forecast by more than 4 points a game. McCullar is the Jayhawks’ leading scorer, having hit double-figures in every game this year. His low output was 12 against Kentucky, but this came in his first triple-double performance of the season (he’d add another against Chaminade). Fellow returnee K.J. Adams is defending at a conference first-team level after making the switch back to the defensive perimeter this season. His value score has easily exceeded his value score last year, as he’s also finding new ways to score. Newcomer Hunter Dickinson has hit his lofty preseason expectation of over 5 points of value per game. His backup, Parker Braun, is right at his incoming projection. The other wings, Johnny Furphy and Jamari McDowell, are within range of their projections, but Furphy has certainly played the better of the two.

If we look at where KU can get more value, it’s clear that the wings and interior players are tapped out. Not much more can be expected from Hunter or Kevin. KU needs its guards to start playing better on a consistent basis. This starts with Dajuan Harris. After reaching a season low -3.64 points per game against bubble mark after the Mizzou game, an unprecedented mark for a starter, Harris has responded with 2 positive games over his last 3. Against Wichita State, Harris had his best performance mostly due to a solid defensive game. It’s on this end where Harris has been especially disappointing. Dajuan was the conference defensive player of the year last season; in the 2024 season he’s worse than 1.08 points per game compared to a bubble-level defender. Had he been generating a bunch of offense to compensate, this would be more understandable. But his offense has been the worst it’s ever been, due to limited scoring and poor shooting rates on his floaters and runners.

With KU performing around 3.21 points worse per game than expected, and some of that due to the play of the walk-ons, we can essentially single out one single culprit as to why KU’s margins aren’t as strong as they were expected to be. This culprit is Dajuan Harris. While Timberlake and Jackson have been less valuable than expected, their poor play has been covered by the strong play of McCullar and Adams. Had Harris only played at a bubble-player level, or around 0.00, KU would be hitting its preseason expectations and be about fifth on KenPom (instead of 13^th). Furthermore, Harris is KU’s point guard. He is the only one with the pace and ball-handling to run the team effectively at this point. KU can mix and match on the wings, using Furphy and McDowell when Jackson or Timberlake struggle. It doesn’t really have a Dajuan replacement and thus needs him to perform.

New Projections

The new projections use the actual play over the first 13 games along with the preseason projections in a weighted fashion. We should expect a player to trend back toward his preseason projection. These numbers are just a math equation; there’s been no new analysis involved at deriving them.

Player	Pre-season Proj	Current Projection
Dajuan Harris	+2.50	-0.63
Elmarko Jackson	+0.10	-0.49
Kevin McCullar	+1.71	+4.18
K.J. Adams	+0.93	+1.76
Hunter Dickinson	+5.18	+5.28
Nicolas Timberlake	+0.32	-0.95
Johnny Furphy	-0.84	-0.36
Parker Braun	-0.39	-0.38
Jamari McDowell	-0.72	-0.88
TEAM	+8.51	+6.61

Worst Case, Median Case, Best Case Scenario

These scenarios are updated from the preseason ones. Also included after each scenario is a look at what that team’s Final 4 chances would be, using historic F4 percentages by seed-line.

The new team scenarios are as follows. The actual worst case is of course an injury to Kevin or Hunter, but barring that improbability, a worst-case scenario that sees KU maintaining its full roster would be that KU’s guards never develop and teams continue to double on Hunter to make the others beat them. In this scenario, teams also focus their defensive energies on denying the ball to McCullar. While I can’t see KU failing to win all but a few of its home games, it could hit a tough spell during conference play on the road and rack up multiple losses in a row. For seeding purposes, KU could fall to a 5 or 6-seed if it can’t get necessary plays from its back-court. F4 chances: ~5%.

The most-likely scenario, or median case, would be that Jackson and Harris pick things up, building off of recent good performances, and start to produce for the Jayhawks during conference play. Harris doesn’t seem far off, and Jackson has been a legitimately solid defender whose offensive game has started to come around (had a career high 12 points vs. Wichita State). In this scenario, KU continues to win close games, loses a few close games, but also gets a bit better on the margin front which helps it out. KU earns a 2 or 3-seed and has a good chance to make the second weekend given its experience and talent. F4 chances: ~15% (Bart Torvik puts KU’s F4 chances at 10.4% as of 1/2/2024)

The best-case scenario is that KU gets the Dajuan Harris of last season to go along with the excellent play of its wings and front-court. Jackson fills his role nicely as a solid transition player and defender, Furphy and Timberlake come off the bench to knock in 3’s, and Braun and McDowell continue providing solid energy so the team can play 9 and stay fresh. In this scenario, KU establishes its dominance during conference play and fends off the new teams with strong efficiency marks in non-conference play. KU then goes on to earn a 1-seed in the NCAA’s and puts itself in a good position to make a Final Four run. F4 chances: ~35%