+35.9%
KDP vs HTZ
-76.0%
+111.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -6.1% | -1.3% | -7.5% |
| 7D | -4.0% | -14.0% | +10.0% | -4.3% |
| 30D | +8.5% | -19.8% | +28.2% | +8.1% |
| 3M | +20.7% | -45.0% | +65.7% | +19.1% |
| 6M | +23.2% | -73.2% | +96.4% | +21.1% |
| YTD | +30.5% | -70.0% | +100.5% | +27.4% |
| 1Y | +35.9% | -75.7% | +111.6% | +33.6% |
| All | +35.9% | -76.0% | +111.9% | +33.6% |
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