+33.5%
KDP vs MSFU
+19.9%
+13.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.8% | +6.5% | +1.8% |
| 7D | +4.0% | -12.7% | +16.6% | +4.0% |
| 30D | +16.8% | -9.0% | +25.8% | +16.8% |
| 3M | +32.0% | +2.9% | +29.1% | +32.0% |
| 6M | +35.2% | +43.5% | -8.4% | +35.1% |
| YTD | +40.9% | -2.4% | +43.3% | +40.8% |
| 1Y | +47.7% | -13.5% | +61.1% | +47.7% |
| All | +33.5% | +19.9% | +13.6% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling