+21.8%
KDP vs MSFU
-18.4%
+40.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.2% |
| 7D | +2.1% | -3.2% | +5.2% | +2.0% |
| 30D | +8.5% | -3.1% | +11.6% | +8.4% |
| 3M | +6.6% | +35.3% | -28.7% | +6.6% |
| 6M | +17.1% | +31.6% | -14.5% | +17.0% |
| YTD | +19.0% | -9.5% | +28.6% | +17.6% |
| 1Y | +21.8% | -18.4% | +40.2% | +20.9% |
| All | +21.8% | -18.4% | +40.2% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSFU 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling