+73.9%
HBAN vs KDP
+24.9%
+49.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.4% | +6.5% | -0.1% |
| 7D | +0.8% | -4.0% | +4.8% | +1.2% |
| 30D | +3.2% | +8.5% | -5.2% | +2.3% |
| 3M | -11.1% | +20.7% | -31.7% | -13.0% |
| 6M | +1.2% | +23.2% | -22.0% | -1.2% |
| YTD | -6.7% | +30.5% | -37.2% | -9.7% |
| 1Y | +2.4% | +35.9% | -33.5% | -1.4% |
| All | +73.9% | +24.9% | +49.1% | +66.2% |
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