+48.5%
KDP vs UL
-0.7%
+49.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +8.2% | +2.6% | +5.6% | +6.9% |
| 30D | +18.4% | +6.8% | +11.6% | +14.9% |
| 3M | +29.2% | +5.7% | +23.5% | +26.0% |
| 6M | +32.3% | +15.9% | +16.4% | +24.3% |
| YTD | +38.5% | +4.3% | +34.2% | +36.9% |
| 1Y | +48.5% | -0.4% | +48.9% | +47.3% |
| All | +48.5% | -0.7% | +49.2% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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