+26.8%
KDP vs LUV
+111.1%
-84.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | +9.7% | +14.2% | -4.5% | +8.7% |
| 3M | +17.6% | +0.6% | +17.0% | +17.5% |
| 6M | +25.8% | +15.1% | +10.7% | +24.6% |
| YTD | +33.9% | +10.2% | +23.7% | +32.4% |
| 1Y | +38.9% | +38.4% | +0.4% | +35.4% |
| 3Y | +26.8% | +107.5% | -80.7% | +15.5% |
| All | +26.8% | +111.1% | -84.3% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling