+1,447.3%
DHR vs KDP
+1,356.4%
+90.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | +0.2% | +4.0% | -3.8% | -1.1% |
| 30D | +6.4% | +16.8% | -10.4% | +0.9% |
| 3M | +13.6% | +32.0% | -18.4% | +3.2% |
| 6M | +41.9% | +35.2% | +6.7% | +27.6% |
| YTD | +3.4% | +40.9% | -37.5% | -8.8% |
| 1Y | +9.9% | +47.7% | -37.8% | -4.7% |
| 3Y | +21.6% | +34.8% | -13.2% | +7.5% |
| 5Y | -10.6% | +22.6% | -33.2% | -18.8% |
| 10Y | +245.2% | +266.4% | -21.3% | +98.1% |
| All | +1,447.3% | +1,356.4% | +90.8% | +398.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling