+325.0%
KDP vs FCUV
-94.7%
+419.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +136.0% | -133.4% | +2.6% |
| 7D | -0.8% | +148.8% | -149.6% | -0.7% |
| 30D | +9.7% | +95.0% | -85.3% | +9.8% |
| 3M | +17.6% | +27.8% | -10.2% | +17.7% |
| 6M | +25.8% | +121.0% | -95.2% | +26.2% |
| YTD | +33.9% | -78.1% | +112.0% | +34.3% |
| 1Y | +38.9% | -94.3% | +133.1% | +39.3% |
| 3Y | +26.8% | -98.9% | +125.7% | +27.2% |
| 5Y | +16.3% | -99.7% | +116.0% | +16.7% |
| 10Y | +248.1% | -98.2% | +346.4% | +249.4% |
| All | +325.0% | -94.7% | +419.7% | +326.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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