+316.1%
KDP vs HUBS
+629.7%
-313.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.1% |
| 7D | +2.1% | -4.3% | +6.3% | +2.4% |
| 30D | +8.5% | +14.2% | -5.8% | +7.3% |
| 3M | +6.6% | +15.5% | -8.9% | +5.0% |
| 6M | +17.1% | -18.9% | +36.0% | +17.5% |
| YTD | +19.0% | -40.1% | +59.1% | +21.8% |
| 1Y | +21.8% | -51.8% | +73.5% | +26.4% |
| 3Y | +6.4% | -55.2% | +61.7% | +9.4% |
| 5Y | +5.1% | -64.7% | +69.8% | +7.1% |
| 10Y | +175.8% | +327.0% | -151.1% | +114.9% |
| All | +316.1% | +629.7% | -313.5% | +208.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling