+48.5%
KDP vs SPXU
-26.1%
+74.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.8% |
| 7D | +8.2% | +0.5% | +7.7% | +8.2% |
| 30D | +18.4% | +10.9% | +7.5% | +18.2% |
| 3M | +29.2% | +9.6% | +19.6% | +29.1% |
| 6M | +32.3% | -4.7% | +36.9% | +32.4% |
| YTD | +38.5% | -24.6% | +63.1% | +37.2% |
| 1Y | +48.5% | -24.7% | +73.2% | +47.1% |
| All | +48.5% | -26.1% | +74.6% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling