-16.8%
HAL vs KDP
+264.7%
-281.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +2.8% |
| 7D | -0.2% | +4.0% | -4.2% | -1.4% |
| 30D | +1.0% | +16.8% | -15.8% | -3.9% |
| 3M | -2.1% | +32.0% | -34.2% | -10.5% |
| 6M | -17.5% | +35.2% | -52.6% | -25.6% |
| YTD | +18.1% | +40.9% | -22.8% | +4.8% |
| 1Y | +19.7% | +47.7% | -27.9% | +4.5% |
| 3Y | -7.9% | +34.8% | -42.7% | -18.8% |
| 5Y | +53.1% | +22.6% | +30.4% | +38.3% |
| 10Y | -16.8% | +266.4% | -283.2% | -21.5% |
| All | -16.8% | +264.7% | -281.5% | -21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling