+7.8%
HAL vs KDP
+1,132.0%
-1,124.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | +2.9% | +1.3% | +1.7% | +2.4% |
| 30D | +17.0% | +6.0% | +11.1% | +13.8% |
| 3M | -9.7% | +9.2% | -18.8% | -13.8% |
| 6M | +8.6% | +14.7% | -6.1% | +0.9% |
| YTD | +33.0% | +19.2% | +13.8% | +21.3% |
| 1Y | +68.3% | +15.2% | +53.1% | +54.9% |
| 3Y | +0.1% | +6.0% | -5.9% | -6.7% |
| 5Y | +102.6% | +5.4% | +97.2% | +86.7% |
| 10Y | +3.8% | +171.9% | -168.0% | -42.6% |
| All | +7.8% | +1,132.0% | -1,124.2% | -77.7% |
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 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