+1,664.5%
KDP vs SPXU
-100.0%
+1,764.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +1.1% |
| 7D | +4.0% | +1.5% | +2.4% | +4.4% |
| 30D | +16.8% | +6.4% | +10.4% | +18.3% |
| 3M | +32.0% | +4.2% | +27.8% | +33.4% |
| 6M | +35.2% | -7.8% | +42.9% | +34.2% |
| YTD | +40.9% | -27.5% | +68.4% | +35.0% |
| 1Y | +47.7% | -27.1% | +74.8% | +41.8% |
| 3Y | +34.8% | -80.8% | +115.6% | +6.5% |
| 5Y | +22.6% | -84.1% | +106.7% | +0.6% |
| 10Y | +266.4% | -99.5% | +365.9% | +85.6% |
| All | +1,664.5% | -100.0% | +1,764.5% | +400.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling