+43.5%
KDP vs HTZ
-60.6%
+104.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +9.2% | -3.3% | +6.1% |
| 7D | +5.3% | +18.9% | -13.6% | +5.9% |
| 30D | +19.1% | +26.3% | -7.2% | +20.0% |
| 3M | +19.2% | +49.7% | -30.5% | +20.5% |
| 6M | +29.3% | -61.1% | +90.4% | +28.2% |
| YTD | +35.5% | -56.0% | +91.6% | +33.6% |
| 1Y | +43.5% | -66.4% | +109.9% | +42.0% |
| All | +43.5% | -60.6% | +104.1% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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