+266.4%
KDP vs HDB
+64.3%
+202.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +4.0% | +6.9% | -3.0% | +3.2% |
| 30D | +16.8% | +15.2% | +1.6% | +14.9% |
| 3M | +32.0% | +11.7% | +20.3% | +30.3% |
| 6M | +35.2% | +7.5% | +27.6% | +33.7% |
| YTD | +40.9% | -28.8% | +69.7% | +45.7% |
| 1Y | +47.7% | -29.1% | +76.8% | +52.8% |
| 3Y | +34.8% | -7.0% | +41.8% | +34.4% |
| 5Y | +22.6% | -22.1% | +44.7% | +23.5% |
| 10Y | +266.4% | +64.9% | +201.5% | +253.2% |
| All | +266.4% | +64.3% | +202.1% | +253.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling