+175.8%
KDP vs HDB
+34.0%
+141.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.2% |
| 7D | +2.1% | -2.0% | +4.1% | +2.3% |
| 30D | +8.5% | -4.9% | +13.3% | +9.0% |
| 3M | +6.6% | -2.3% | +8.9% | +6.7% |
| 6M | +17.1% | -23.7% | +40.8% | +20.3% |
| YTD | +19.0% | -38.5% | +57.5% | +25.2% |
| 1Y | +21.8% | -36.5% | +58.2% | +27.6% |
| 3Y | +6.4% | -28.5% | +34.9% | +9.4% |
| 5Y | +5.1% | -37.4% | +42.5% | +8.5% |
| 10Y | +175.8% | +34.0% | +141.8% | +167.9% |
| All | +175.8% | +34.0% | +141.8% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HDB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling