+173.3%
KDP vs HAS
+56.4%
+116.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.3% | -1.8% | +3.1% | +1.6% |
| 30D | +6.0% | +2.3% | +3.7% | +5.6% |
| 3M | +9.2% | +10.4% | -1.2% | +7.3% |
| 6M | +14.7% | -3.2% | +17.9% | +14.9% |
| YTD | +19.2% | +15.4% | +3.8% | +15.9% |
| 1Y | +15.2% | +18.8% | -3.6% | +11.4% |
| 3Y | +6.0% | +43.9% | -38.0% | -2.1% |
| 5Y | +5.4% | +13.9% | -8.5% | +0.6% |
| All | +173.3% | +56.4% | +116.9% | +137.9% |
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