+865.3%
KDP vs URA
-49.7%
+915.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.6% |
| 7D | +4.0% | +2.9% | +1.1% | +3.7% |
| 30D | +16.8% | -10.8% | +27.6% | +17.7% |
| 3M | +32.0% | -25.5% | +57.6% | +34.7% |
| 6M | +35.2% | -41.2% | +76.4% | +40.2% |
| YTD | +40.9% | -21.3% | +62.2% | +41.6% |
| 1Y | +47.7% | -25.7% | +73.4% | +48.9% |
| 3Y | +34.8% | +43.1% | -8.3% | +24.1% |
| 5Y | +22.6% | +35.6% | -13.0% | +11.6% |
| 10Y | +266.4% | +281.3% | -14.9% | +175.6% |
| All | +865.3% | -49.7% | +915.0% | +746.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling