+239.1%
KDP vs SUI
+120.9%
+118.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.7% | -6.7% | -7.2% |
| 7D | -4.0% | -3.8% | -0.2% | -2.9% |
| 30D | +8.5% | +3.9% | +4.5% | +7.3% |
| 3M | +20.7% | +0.2% | +20.5% | +20.6% |
| 6M | +23.2% | -4.2% | +27.3% | +24.5% |
| YTD | +30.5% | -2.5% | +33.0% | +31.2% |
| 1Y | +35.9% | -4.0% | +39.9% | +37.1% |
| 3Y | +24.8% | +16.5% | +8.3% | +17.5% |
| 5Y | +13.4% | -27.2% | +40.6% | +20.6% |
| All | +239.1% | +120.9% | +118.2% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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