+32.5%
KDP vs ASX
+381.9%
-349.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +1.8% |
| 7D | +8.2% | -9.1% | +17.3% | +8.0% |
| 30D | +18.4% | -23.6% | +41.9% | +17.8% |
| 3M | +29.2% | -5.6% | +34.8% | +29.1% |
| 6M | +32.3% | +4.7% | +27.6% | +31.9% |
| YTD | +38.5% | +122.6% | -84.1% | +39.2% |
| 1Y | +48.5% | +133.0% | -84.5% | +49.4% |
| 3Y | +32.5% | +367.1% | -334.7% | +27.4% |
| All | +32.5% | +381.9% | -349.4% | +27.4% |
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