+170.1%
KDP vs UUUU
+495.2%
-325.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -1.8% |
| 7D | -4.3% | -5.0% | +0.7% | -4.2% |
| 30D | +7.8% | -7.8% | +15.6% | +8.0% |
| 3M | -0.1% | -0.4% | +0.4% | -0.2% |
| 6M | +14.0% | -32.9% | +46.9% | +14.7% |
| YTD | +15.1% | -6.3% | +21.3% | +14.1% |
| 1Y | +18.5% | +7.9% | +10.6% | +16.1% |
| 3Y | +2.9% | +85.2% | -82.3% | -3.3% |
| 5Y | +3.0% | +97.0% | -94.0% | -6.1% |
| All | +170.1% | +495.2% | -325.1% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling