+17.0%
KDP vs ASX
+431.2%
-414.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -0.8% |
| 7D | +2.2% | -19.9% | +22.1% | +2.5% |
| 30D | +19.9% | -30.9% | +50.8% | +20.5% |
| 3M | +21.5% | -15.1% | +36.6% | +21.4% |
| 6M | +30.1% | -6.5% | +36.6% | +28.8% |
| YTD | +34.9% | +98.4% | -63.5% | +29.2% |
| 1Y | +43.4% | +107.9% | -64.5% | +37.0% |
| 3Y | +29.1% | +325.3% | -296.2% | +15.9% |
| All | +17.0% | +431.2% | -414.2% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling