+1,278.3%
KDP vs HAS
+492.4%
+785.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +2.2% | -0.2% | +2.4% | +2.3% |
| 30D | +19.9% | +31.0% | -11.1% | +13.1% |
| 3M | +21.5% | +30.7% | -9.2% | +14.6% |
| 6M | +30.1% | +23.9% | +6.2% | +23.7% |
| YTD | +34.9% | +48.3% | -13.4% | +23.1% |
| 1Y | +43.4% | +60.2% | -16.8% | +28.5% |
| 3Y | +29.1% | +189.2% | -160.1% | -0.5% |
| 5Y | +15.0% | +50.4% | -35.4% | +0.9% |
| 10Y | +234.1% | +104.2% | +129.9% | +149.0% |
| All | +1,278.3% | +492.4% | +785.9% | +535.8% |
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