+7.6%
KDP vs URA
+114.7%
-107.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.8% |
| 7D | +1.3% | +1.1% | +0.2% | +1.3% |
| 30D | +6.0% | +7.4% | -1.4% | +6.4% |
| 3M | +9.2% | -8.4% | +17.6% | +9.1% |
| 6M | +14.7% | -12.7% | +27.4% | +14.4% |
| YTD | +19.2% | +7.8% | +11.4% | +19.8% |
| 1Y | +15.2% | +19.5% | -4.3% | +16.2% |
| All | +7.6% | +114.7% | -107.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling