+239.3%
KDP vs HDB
+61.5%
+177.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.8% | +0.5% |
| 7D | +0.3% | +13.7% | -13.4% | -1.1% |
| 30D | +16.3% | +15.8% | +0.5% | +14.4% |
| 3M | +24.0% | +9.2% | +14.8% | +22.6% |
| 6M | +30.0% | +3.2% | +26.8% | +29.1% |
| YTD | +36.1% | -29.4% | +65.4% | +40.9% |
| 1Y | +46.8% | -27.9% | +74.8% | +51.6% |
| 3Y | +30.5% | -5.9% | +36.3% | +29.9% |
| 5Y | +17.9% | -23.5% | +41.4% | +19.0% |
| 10Y | +239.3% | +61.3% | +177.9% | +226.8% |
| All | +239.3% | +61.5% | +177.7% | +226.8% |
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