+5.1%
KDP vs HUBB
+154.5%
-149.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +2.1% | +4.8% | -2.8% | +1.5% |
| 30D | +8.5% | -9.3% | +17.8% | +9.6% |
| 3M | +6.6% | -3.9% | +10.5% | +6.7% |
| 6M | +17.1% | -0.8% | +17.9% | +16.4% |
| YTD | +19.0% | +5.6% | +13.5% | +17.2% |
| 1Y | +21.8% | +7.7% | +14.0% | +19.3% |
| 3Y | +6.4% | +47.5% | -41.0% | -4.0% |
| 5Y | +5.1% | +153.7% | -148.5% | -21.2% |
| All | +5.1% | +154.5% | -149.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 5y: compounded portfolio wealth divided by compounded HUBB 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…
5y analysis · Full analysis span regression · 6 months rolling