+7.6%
KDP vs ASX
+390.9%
-383.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.1% |
| YTD | +19.2% | +135.3% | -116.1% | +19.3% |
| 1Y | +15.2% | +267.5% | -252.3% | +15.9% |
| All | +7.6% | +390.9% | -383.3% | +2.4% |
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