+131.0%
HOOD vs KDP
+13.5%
+117.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.4% | +3.6% | -3.3% |
| 7D | +3.8% | -4.0% | +7.8% | +4.1% |
| 30D | -26.4% | +8.5% | -34.8% | -26.9% |
| 3M | -14.3% | +20.7% | -35.0% | -15.7% |
| 6M | +3.9% | +23.2% | -19.2% | +1.5% |
| YTD | -28.1% | +30.5% | -58.6% | -30.8% |
| 1Y | -38.8% | +35.9% | -74.7% | -41.7% |
| 3Y | +888.5% | +24.8% | +863.6% | +832.0% |
| 5Y | +131.0% | +13.4% | +117.6% | +127.9% |
| All | +131.0% | +13.5% | +117.6% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling