+43.4%
KDP vs UAL
+18.2%
+25.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.9% |
| 7D | +2.2% | +8.2% | -6.0% | +1.6% |
| 30D | +19.9% | +2.3% | +17.6% | +19.6% |
| 3M | +21.5% | -12.7% | +34.2% | +22.4% |
| 6M | +30.1% | +12.7% | +17.4% | +29.3% |
| YTD | +34.9% | +0.8% | +34.1% | +33.8% |
| 1Y | +43.4% | +17.8% | +25.6% | +42.9% |
| All | +43.4% | +18.2% | +25.1% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling