+16.2%
KDP vs ASX
+482.2%
-466.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +2.6% |
| 7D | -0.8% | +12.4% | -13.2% | -0.9% |
| 30D | +9.7% | -19.8% | +29.5% | +10.0% |
| 3M | +17.6% | -10.3% | +27.9% | +17.6% |
| 6M | +25.8% | +1.2% | +24.5% | +24.6% |
| YTD | +33.9% | +123.0% | -89.2% | +28.0% |
| 1Y | +38.9% | +145.4% | -106.6% | +32.2% |
| 3Y | +26.8% | +368.6% | -341.8% | +13.8% |
| All | +16.2% | +482.2% | -466.0% | +1.4% |
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 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