+1,117.5%
KDP vs LUV
+250.1%
+867.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.2% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +6.0% | -18.4% | +24.4% | +9.2% |
| 3M | +9.2% | -3.2% | +12.4% | +9.4% |
| 6M | +14.7% | -14.8% | +29.5% | +16.7% |
| YTD | +19.2% | -2.9% | +22.0% | +18.3% |
| 1Y | +15.2% | +29.6% | -14.4% | +9.0% |
| 3Y | +6.0% | +35.2% | -29.2% | -2.9% |
| 5Y | +5.4% | -11.7% | +17.1% | +1.9% |
| 10Y | +171.9% | +21.6% | +150.3% | +128.7% |
| All | +1,117.5% | +250.1% | +867.4% | +543.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling