+48.5%
KDP vs HRB
+8.1%
+40.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | +8.2% | -4.0% | +12.2% | +8.5% |
| 30D | +18.4% | +15.8% | +2.6% | +17.7% |
| 3M | +29.2% | +12.0% | +17.2% | +28.9% |
| 6M | +32.3% | +40.7% | -8.5% | +32.4% |
| YTD | +38.5% | +21.0% | +17.5% | +36.8% |
| 1Y | +48.5% | +11.7% | +36.8% | +48.7% |
| All | +48.5% | +8.1% | +40.4% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling