+43.5%
KDP vs LUV
+57.3%
-13.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.8% | -0.9% | +5.3% |
| 7D | +5.3% | +6.8% | -1.5% | +4.7% |
| 30D | +19.1% | +10.9% | +8.2% | +18.0% |
| 3M | +19.2% | -4.2% | +23.4% | +19.2% |
| 6M | +29.3% | +22.1% | +7.1% | +27.6% |
| YTD | +35.5% | +13.8% | +21.7% | +33.3% |
| 1Y | +43.5% | +59.2% | -15.8% | +40.3% |
| All | +43.5% | +57.3% | -13.9% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 1y: compounded portfolio wealth divided by compounded LUV 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…
1y analysis · Full analysis span regression · 6 months rolling