+47.7%
KDP vs ALHC
-53.4%
+101.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | +4.0% | -5.5% | +9.5% | +4.0% |
| 30D | +16.8% | -4.9% | +21.7% | +16.9% |
| 3M | +32.0% | -41.7% | +73.8% | +32.7% |
| 6M | +35.2% | -55.2% | +90.3% | +35.5% |
| YTD | +40.9% | -61.1% | +102.0% | +42.5% |
| 1Y | +47.7% | -53.3% | +101.0% | +54.1% |
| All | +47.7% | -53.4% | +101.0% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling