+1,314.5%
KDP vs UTHR
+1,178.5%
+136.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.6% |
| 7D | +8.2% | -2.1% | +10.3% | +8.4% |
| 30D | +18.4% | +7.2% | +11.2% | +17.4% |
| 3M | +29.2% | +11.1% | +18.1% | +27.3% |
| 6M | +32.3% | +4.2% | +28.1% | +31.3% |
| YTD | +38.5% | +20.8% | +17.7% | +34.5% |
| 1Y | +48.5% | +29.7% | +18.8% | +43.0% |
| 3Y | +32.5% | +164.1% | -131.7% | +14.4% |
| 5Y | +19.7% | +190.7% | -171.0% | +0.9% |
| 10Y | +256.4% | +355.4% | -99.0% | +170.2% |
| All | +1,314.5% | +1,178.5% | +136.0% | +698.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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