+15.2%
KDP vs ASX
+272.9%
-257.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +1.3% | -0.7% | +2.0% | +1.3% |
| 30D | +6.0% | +2.0% | +4.0% | +6.0% |
| 3M | +9.2% | -1.3% | +10.5% | +9.1% |
| 6M | +14.7% | +71.4% | -56.7% | +12.9% |
| YTD | +19.2% | +135.3% | -116.1% | +20.3% |
| 1Y | +15.2% | +267.5% | -252.3% | +24.6% |
| All | +15.2% | +272.9% | -257.7% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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