+43.5%
KDP vs HUBS
-54.7%
+98.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.2% | +10.1% | +6.0% |
| 7D | +5.3% | -13.0% | +18.3% | +5.7% |
| 30D | +19.1% | -1.8% | +20.9% | +19.1% |
| 3M | +19.2% | -13.0% | +32.1% | +19.1% |
| 6M | +29.3% | -12.4% | +41.7% | +28.5% |
| YTD | +35.5% | -46.0% | +81.5% | +36.8% |
| 1Y | +43.5% | -54.1% | +97.6% | +47.1% |
| All | +43.5% | -54.7% | +98.1% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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