+169.5%
KDP vs SU
+267.2%
-97.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.7% | +2.2% | -5.9% | -3.9% |
| 30D | +6.2% | +8.4% | -2.2% | +5.3% |
| 3M | +1.2% | +12.1% | -10.9% | -0.1% |
| 6M | +15.3% | +19.7% | -4.3% | +12.8% |
| YTD | +14.8% | +58.4% | -43.6% | +8.8% |
| 1Y | +17.6% | +67.2% | -49.6% | +10.7% |
| 3Y | +2.1% | +125.0% | -122.9% | -8.0% |
| 5Y | +2.7% | +355.1% | -352.3% | -17.5% |
| All | +169.5% | +267.2% | -97.7% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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