+13.4%
KDP vs HUT
-14.7%
+28.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.5% | -8.9% | -7.4% |
| 7D | -4.0% | +34.9% | -38.9% | -4.0% |
| 30D | +8.5% | -25.9% | +34.3% | +8.6% |
| 3M | +20.7% | -31.7% | +52.4% | +20.9% |
| 6M | +23.2% | -42.2% | +65.4% | +23.3% |
| YTD | +30.5% | +34.9% | -4.4% | +29.2% |
| 1Y | +35.9% | +48.5% | -12.6% | +34.2% |
| 3Y | +24.8% | +471.2% | -446.4% | +17.3% |
| 5Y | +13.4% | -18.9% | +32.3% | +4.0% |
| All | +13.4% | -14.7% | +28.1% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 5y: compounded portfolio wealth divided by compounded HUT 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…
5y analysis · Full analysis span regression · 6 months rolling