+29.1%
KDP vs ASX
+324.2%
-295.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -0.5% |
| 7D | +2.2% | -19.9% | +22.1% | +1.7% |
| 30D | +19.9% | -30.9% | +50.8% | +19.0% |
| 3M | +21.5% | -15.1% | +36.6% | +21.0% |
| 6M | +30.1% | -6.5% | +36.6% | +29.4% |
| YTD | +34.9% | +98.4% | -63.5% | +35.2% |
| 1Y | +43.4% | +107.9% | -64.5% | +43.8% |
| 3Y | +29.1% | +325.3% | -296.2% | +24.6% |
| All | +29.1% | +324.2% | -295.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling