+1,278.3%
KDP vs ASX
+1,810.0%
-531.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.4% |
| 7D | +2.2% | -19.9% | +22.1% | +4.3% |
| 30D | +19.9% | -30.9% | +50.8% | +24.0% |
| 3M | +21.5% | -15.1% | +36.6% | +22.3% |
| 6M | +30.1% | -6.5% | +36.6% | +27.8% |
| YTD | +34.9% | +98.4% | -63.5% | +20.1% |
| 1Y | +43.4% | +107.9% | -64.5% | +26.8% |
| 3Y | +29.1% | +325.3% | -296.2% | +1.2% |
| 5Y | +15.0% | +447.3% | -432.3% | -14.9% |
| 10Y | +234.1% | +763.2% | -529.1% | +117.9% |
| All | +1,278.3% | +1,810.0% | -531.6% | +553.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling