+179.8%
KDP vs SPXU
-99.5%
+279.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.9% | -1.2% |
| 7D | -1.6% | +1.3% | -2.8% | -1.4% |
| 30D | +9.5% | +5.1% | +4.4% | +10.3% |
| 3M | +2.6% | -9.1% | +11.8% | +1.4% |
| 6M | +15.6% | -29.6% | +45.2% | +10.4% |
| YTD | +17.3% | -27.7% | +45.0% | +12.6% |
| 1Y | +20.1% | -37.0% | +57.1% | +13.2% |
| 3Y | +4.9% | -80.2% | +85.1% | -14.9% |
| 5Y | +5.0% | -86.0% | +91.0% | -14.2% |
| 10Y | +179.8% | -99.5% | +279.3% | +41.1% |
| All | +179.8% | -99.5% | +279.3% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling