+239.3%
KDP vs UAL
+106.7%
+132.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -5.9% | +0.4% |
| 7D | +0.3% | +10.2% | -9.9% | -0.3% |
| 30D | +16.3% | +12.0% | +4.3% | +15.4% |
| 3M | +24.0% | -7.1% | +31.1% | +24.4% |
| 6M | +30.0% | +20.9% | +9.1% | +28.0% |
| YTD | +36.1% | +7.7% | +28.4% | +34.6% |
| 1Y | +46.8% | +23.6% | +23.3% | +43.9% |
| 3Y | +30.5% | +222.6% | -192.1% | +17.3% |
| 5Y | +17.9% | +127.9% | -110.0% | +7.0% |
| 10Y | +239.3% | +100.2% | +139.1% | +187.7% |
| All | +239.3% | +106.7% | +132.6% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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