+26.8%
KDP vs ALHC
+22.7%
+4.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.6% |
| 7D | -0.8% | +0.3% | -1.1% | -0.8% |
| 30D | +9.7% | -10.6% | +20.3% | +9.9% |
| 3M | +17.6% | -45.3% | +62.9% | +18.3% |
| 6M | +25.8% | -59.7% | +85.5% | +26.7% |
| YTD | +33.9% | -62.7% | +96.6% | +34.8% |
| 1Y | +38.9% | -56.1% | +95.0% | +39.6% |
| 3Y | +26.8% | +21.3% | +5.5% | +20.3% |
| All | +26.8% | +22.7% | +4.1% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling