+26.8%
KDP vs MUB
+9.9%
+16.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.9% |
| 7D | -0.8% | -1.3% | +0.5% | +0.2% |
| 30D | +9.7% | +2.2% | +7.5% | +8.6% |
| 3M | +17.6% | -1.6% | +19.2% | +18.7% |
| 6M | +25.8% | -1.3% | +27.0% | +26.7% |
| YTD | +33.9% | -0.7% | +34.5% | +34.7% |
| 1Y | +38.9% | -0.2% | +39.1% | +39.6% |
| 3Y | +26.8% | +9.6% | +17.2% | +23.6% |
| All | +26.8% | +9.9% | +16.9% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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