+26.8%
KDP vs UUUU
-17.1%
+43.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.5% |
| 7D | -0.8% | -1.1% | +0.3% | -0.8% |
| 30D | +9.7% | -21.0% | +30.7% | +8.8% |
| 3M | +17.6% | -54.8% | +72.4% | +14.3% |
| 6M | +25.8% | -67.3% | +93.1% | +21.2% |
| YTD | +33.9% | -54.7% | +88.5% | +31.5% |
| 1Y | +38.9% | -57.4% | +96.3% | +36.4% |
| 3Y | +26.8% | -19.6% | +46.4% | +29.8% |
| All | +26.8% | -17.1% | +43.9% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling