+48.5%
KDP vs UAL
+21.5%
+27.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.7% |
| 7D | +8.2% | +12.5% | -4.2% | +7.1% |
| 30D | +18.4% | +12.2% | +6.2% | +17.1% |
| 3M | +29.2% | -2.6% | +31.8% | +29.1% |
| 6M | +32.3% | +21.1% | +11.2% | +30.6% |
| YTD | +38.5% | +7.8% | +30.7% | +36.6% |
| 1Y | +48.5% | +25.4% | +23.1% | +46.8% |
| All | +48.5% | +21.5% | +27.0% | +46.8% |
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