+1,117.5%
KDP vs HAS
+361.0%
+756.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.3% | -1.8% | +3.1% | +1.7% |
| 30D | +6.0% | +2.3% | +3.7% | +5.4% |
| 3M | +9.2% | +10.4% | -1.2% | +6.8% |
| 6M | +14.7% | -3.2% | +17.9% | +15.0% |
| YTD | +19.2% | +15.4% | +3.8% | +14.8% |
| 1Y | +15.2% | +18.8% | -3.6% | +10.2% |
| 3Y | +6.0% | +43.9% | -38.0% | -4.8% |
| 5Y | +5.4% | +13.9% | -8.5% | -1.7% |
| 10Y | +171.9% | +56.4% | +115.5% | +114.9% |
| All | +1,117.5% | +361.0% | +756.5% | +493.3% |
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