+43.5%
KDP vs HAS
+66.3%
-22.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.1% | +2.8% | +5.3% |
| 7D | +5.3% | +2.4% | +2.9% | +4.8% |
| 30D | +19.1% | +31.6% | -12.5% | +12.7% |
| 3M | +19.2% | +33.9% | -14.7% | +12.3% |
| 6M | +29.3% | +31.4% | -2.1% | +21.5% |
| YTD | +35.5% | +51.6% | -16.1% | +27.6% |
| 1Y | +43.5% | +65.2% | -21.7% | +33.8% |
| All | +43.5% | +66.3% | -22.8% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling