+179.8%
KDP vs XHB
+202.9%
-23.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | -1.6% | -1.9% | +0.4% | -1.0% |
| 30D | +9.5% | -8.3% | +17.8% | +12.1% |
| 3M | +2.6% | -7.1% | +9.8% | +4.5% |
| 6M | +15.6% | -5.3% | +20.9% | +16.7% |
| YTD | +17.3% | -3.2% | +20.5% | +17.5% |
| 1Y | +20.1% | -13.9% | +34.0% | +24.2% |
| 3Y | +4.9% | +24.9% | -20.0% | -5.5% |
| 5Y | +5.0% | +34.5% | -29.5% | -9.6% |
| 10Y | +179.8% | +215.5% | -35.7% | +70.7% |
| All | +179.8% | +202.9% | -23.1% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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