+256.4%
KDP vs HDB
+61.4%
+195.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | +8.2% | +12.7% | -4.5% | +6.7% |
| 30D | +18.4% | +16.6% | +1.7% | +16.3% |
| 3M | +29.2% | +10.8% | +18.4% | +27.6% |
| 6M | +32.3% | +3.8% | +28.4% | +31.3% |
| YTD | +38.5% | -28.9% | +67.4% | +43.2% |
| 1Y | +48.5% | -28.0% | +76.5% | +53.4% |
| 3Y | +32.5% | -7.2% | +39.6% | +32.1% |
| 5Y | +19.7% | -22.2% | +41.9% | +20.6% |
| 10Y | +256.4% | +63.6% | +192.8% | +242.9% |
| All | +256.4% | +61.4% | +195.0% | +242.9% |
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 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