+824.5%
KDP vs URA
-51.6%
+876.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.0% |
| 7D | +2.2% | -4.1% | +6.3% | +2.5% |
| 30D | +19.9% | -19.0% | +38.9% | +21.7% |
| 3M | +21.5% | -25.1% | +46.6% | +23.9% |
| 6M | +30.1% | -44.5% | +74.6% | +35.6% |
| YTD | +34.9% | -24.3% | +59.3% | +36.0% |
| 1Y | +43.4% | -28.1% | +71.5% | +45.0% |
| 3Y | +29.1% | +40.7% | -11.6% | +18.9% |
| 5Y | +15.0% | +35.5% | -20.5% | +4.3% |
| 10Y | +234.1% | +281.2% | -47.1% | +151.0% |
| All | +824.5% | -51.6% | +876.1% | +713.1% |
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