+45.9%
KDP vs HAS
+61.8%
-15.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.5% |
| 7D | +0.3% | +2.2% | -1.8% | -0.1% |
| 30D | +16.3% | +29.6% | -13.3% | +10.5% |
| 3M | +24.0% | +30.3% | -6.3% | +17.6% |
| 6M | +30.0% | +25.6% | +4.4% | +23.3% |
| YTD | +36.1% | +50.8% | -14.7% | +29.1% |
| All | +45.9% | +61.8% | -15.9% | +38.2% |
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