+1,117.5%
KDP vs UUUU
-73.7%
+1,191.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | +1.3% | -1.4% | +2.6% | +1.3% |
| 30D | +6.0% | +16.3% | -10.3% | +5.6% |
| 3M | +9.2% | -16.7% | +25.9% | +9.4% |
| 6M | +14.7% | -33.7% | +48.3% | +15.3% |
| YTD | +19.2% | -0.5% | +19.7% | +18.4% |
| 1Y | +15.2% | +28.9% | -13.7% | +13.1% |
| 3Y | +6.0% | +99.9% | -93.9% | +1.6% |
| 5Y | +5.4% | +135.3% | -129.9% | -0.8% |
| 10Y | +171.9% | +518.4% | -346.5% | +140.4% |
| All | +1,117.5% | -73.7% | +1,191.2% | +905.6% |
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