+45.1%
KDP vs HAS
+60.2%
-15.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.6% |
| 7D | +8.2% | +3.3% | +4.9% | +7.5% |
| 30D | +18.4% | +30.5% | -12.2% | +12.3% |
| 3M | +29.2% | +29.9% | -0.7% | +22.6% |
| 6M | +32.3% | +26.5% | +5.7% | +25.3% |
| YTD | +38.5% | +51.9% | -13.5% | +31.2% |
| All | +45.1% | +60.2% | -15.1% | +36.9% |
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 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