+17.4%
HAL vs KDP
+46.6%
-29.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -7.9% | +0.3% | -8.2% | -7.8% |
| 30D | -2.1% | +16.3% | -18.4% | -3.4% |
| 3M | +0.4% | +24.0% | -23.6% | -1.5% |
| 6M | -19.2% | +30.0% | -49.2% | -22.4% |
| YTD | +14.4% | +36.1% | -21.7% | +9.6% |
| All | +17.4% | +46.6% | -29.2% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling