+15.6%
KDP vs HUBS
-20.2%
+35.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.8% | -1.3% |
| 7D | -1.6% | -6.2% | +4.7% | -1.4% |
| 30D | +9.5% | +6.6% | +2.9% | +9.2% |
| 3M | +2.6% | +16.4% | -13.8% | +2.5% |
| 6M | +15.6% | -19.7% | +35.4% | +18.6% |
| All | +15.6% | -20.2% | +35.8% | +18.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling