+1,117.5%
KDP vs SU
+85.6%
+1,031.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +1.3% | +3.6% | -2.3% | +0.7% |
| 30D | +6.0% | +7.9% | -1.9% | +4.7% |
| 3M | +9.2% | +3.5% | +5.7% | +8.4% |
| 6M | +14.7% | +19.0% | -4.3% | +11.2% |
| YTD | +19.2% | +55.0% | -35.8% | +10.9% |
| 1Y | +15.2% | +71.2% | -56.0% | +5.4% |
| 3Y | +6.0% | +117.4% | -111.5% | -7.8% |
| 5Y | +5.4% | +335.2% | -329.7% | -20.3% |
| 10Y | +171.9% | +248.7% | -76.9% | +99.9% |
| All | +1,117.5% | +85.6% | +1,031.9% | +699.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling