+229.6%
KDP vs ASX
+754.3%
-524.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.0% |
| 7D | +2.2% | -19.9% | +22.1% | +3.3% |
| 30D | +19.9% | -30.9% | +50.8% | +22.0% |
| 3M | +21.5% | -15.1% | +36.6% | +21.8% |
| 6M | +30.1% | -6.5% | +36.6% | +28.5% |
| YTD | +34.9% | +98.4% | -63.5% | +25.3% |
| 1Y | +43.4% | +107.9% | -64.5% | +32.6% |
| 3Y | +29.1% | +325.3% | -296.2% | +9.7% |
| 5Y | +15.0% | +447.3% | -432.3% | -6.4% |
| All | +229.6% | +754.3% | -524.6% | +141.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling