+47.7%
KDP vs SUI
-3.0%
+50.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.1% |
| 7D | +4.0% | -2.4% | +6.4% | +5.1% |
| 30D | +16.8% | +3.3% | +13.5% | +15.0% |
| 3M | +32.0% | +0.7% | +31.4% | +31.0% |
| 6M | +35.2% | -4.1% | +39.3% | +35.8% |
| YTD | +40.9% | -1.8% | +42.7% | +41.1% |
| 1Y | +47.7% | -4.1% | +51.7% | +48.8% |
| All | +47.7% | -3.0% | +50.7% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling