+1,267.4%
KDP vs UUUU
-88.0%
+1,355.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.6% |
| 7D | -0.8% | -1.1% | +0.3% | -0.8% |
| 30D | +9.7% | -21.0% | +30.7% | +10.2% |
| 3M | +17.6% | -54.8% | +72.4% | +19.5% |
| 6M | +25.8% | -67.3% | +93.1% | +28.5% |
| YTD | +33.9% | -54.7% | +88.5% | +35.1% |
| 1Y | +38.9% | -57.4% | +96.3% | +40.2% |
| 3Y | +26.8% | -19.6% | +46.4% | +24.1% |
| 5Y | +16.3% | -40.0% | +56.4% | +13.4% |
| 10Y | +248.1% | +364.1% | -116.0% | +210.1% |
| All | +1,267.4% | -88.0% | +1,355.4% | +1,047.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling