-7.4%
HAL vs KDP
+1,294.8%
-1,302.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | 0.0% |
| 7D | -12.0% | +2.2% | -14.2% | -13.1% |
| 30D | +0.3% | +19.9% | -19.7% | -7.7% |
| 3M | -1.6% | +21.5% | -23.1% | -10.3% |
| 6M | -20.5% | +30.1% | -50.6% | -30.2% |
| YTD | +14.2% | +34.9% | -20.7% | -1.8% |
| 1Y | +18.9% | +43.4% | -24.5% | -0.6% |
| 3Y | -13.7% | +29.1% | -42.8% | -26.5% |
| 5Y | +42.2% | +15.0% | +27.2% | +26.0% |
| 10Y | -16.7% | +234.1% | -250.8% | -58.5% |
| All | -7.4% | +1,294.8% | -1,302.2% | -81.9% |
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