+169.5%
KDP vs HUBS
+323.9%
-154.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -3.7% | -9.0% | +5.3% | -3.0% |
| 30D | +6.2% | +7.2% | -1.0% | +5.5% |
| 3M | +1.2% | +20.9% | -19.6% | -0.6% |
| 6M | +15.3% | -13.0% | +28.4% | +15.1% |
| YTD | +14.8% | -43.8% | +58.7% | +18.3% |
| 1Y | +17.6% | -54.6% | +72.2% | +23.1% |
| 3Y | +2.1% | -58.5% | +60.6% | +5.8% |
| 5Y | +2.7% | -66.4% | +69.1% | +5.3% |
| All | +169.5% | +323.9% | -154.4% | +101.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling