+26.0%
KDP vs AHR
+394.2%
-368.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.8% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | +9.7% | +10.2% | -0.5% | +8.3% |
| 3M | +17.6% | +8.3% | +9.3% | +16.3% |
| 6M | +25.8% | +13.0% | +12.7% | +23.6% |
| YTD | +33.9% | +24.6% | +9.2% | +30.3% |
| 1Y | +38.9% | +22.2% | +16.7% | +35.4% |
| All | +26.0% | +394.2% | -368.2% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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