+1,288.1%
KDP vs HAS
+495.6%
+792.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.6% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +18.5% | +31.3% | -12.8% | +11.7% |
| 3M | +20.8% | +32.1% | -11.3% | +13.7% |
| 6M | +29.4% | +28.1% | +1.3% | +22.1% |
| YTD | +35.9% | +49.1% | -13.2% | +23.8% |
| 1Y | +42.5% | +60.5% | -18.1% | +27.7% |
| 3Y | +29.4% | +183.9% | -154.5% | +0.2% |
| 5Y | +15.8% | +51.2% | -35.4% | +1.5% |
| 10Y | +236.5% | +105.3% | +131.2% | +150.5% |
| All | +1,288.1% | +495.6% | +792.6% | +539.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling