+239.1%
KDP vs HAS
+99.1%
+140.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.0% | -5.4% | -7.1% |
| 7D | -4.0% | +1.6% | -5.6% | -4.2% |
| 30D | +8.5% | +26.6% | -18.2% | +4.2% |
| 3M | +20.7% | +29.0% | -8.3% | +15.6% |
| 6M | +23.2% | +30.6% | -7.4% | +17.5% |
| YTD | +30.5% | +51.5% | -21.0% | +21.2% |
| 1Y | +35.9% | +58.5% | -22.6% | +25.3% |
| 3Y | +24.8% | +214.1% | -189.3% | +1.3% |
| 5Y | +13.4% | +50.2% | -36.8% | +3.5% |
| All | +239.1% | +99.1% | +140.0% | +185.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling