+247.9%
KDP vs HRB
+221.6%
+26.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.8% |
| 7D | -0.8% | -5.1% | +4.3% | -0.2% |
| 30D | +9.7% | +8.7% | +1.1% | +8.6% |
| 3M | +17.6% | -5.4% | +23.0% | +18.3% |
| 6M | +25.8% | +41.6% | -15.8% | +20.2% |
| YTD | +33.9% | +18.7% | +15.2% | +30.2% |
| 1Y | +38.9% | +16.4% | +22.4% | +35.4% |
| 3Y | +26.8% | +22.0% | +4.8% | +21.7% |
| 5Y | +16.3% | +141.2% | -124.9% | +0.5% |
| All | +247.9% | +221.6% | +26.3% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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