+2.4%
KDP vs HUBS
-58.6%
+60.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.9% |
| 7D | -4.3% | -12.4% | +8.1% | -4.2% |
| 30D | +7.8% | +1.4% | +6.4% | +7.7% |
| 3M | -0.1% | +16.0% | -16.0% | 0.0% |
| 6M | +14.0% | -17.0% | +31.0% | +14.0% |
| YTD | +15.1% | -44.3% | +59.4% | +15.5% |
| 1Y | +18.5% | -54.3% | +72.8% | +19.3% |
| All | +2.4% | -58.6% | +60.9% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling