-3.4%
HAL vs KDP
+6.3%
-9.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +2.9% | +1.3% | +1.7% | +2.8% |
| 30D | +17.0% | +6.0% | +11.1% | +16.3% |
| 3M | -9.7% | +9.2% | -18.8% | -10.8% |
| 6M | +8.6% | +14.7% | -6.1% | +6.5% |
| YTD | +33.0% | +19.2% | +13.8% | +29.6% |
| 1Y | +68.3% | +15.2% | +53.1% | +64.5% |
| All | -3.4% | +6.3% | -9.7% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling