+4,609.2%
MU vs KDP
+264.7%
+4,344.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.8% | +10.1% | +11.5% |
| 7D | +2.0% | +4.0% | -1.9% | +1.1% |
| 30D | -18.0% | +16.8% | -34.8% | -21.2% |
| 3M | -6.6% | +32.0% | -38.6% | -13.4% |
| 6M | +2.0% | +35.2% | -33.1% | -6.7% |
| YTD | +184.5% | +40.9% | +143.6% | +155.3% |
| 1Y | +236.9% | +47.7% | +189.2% | +197.8% |
| 3Y | +987.0% | +34.8% | +952.2% | +863.9% |
| 5Y | +1,014.6% | +22.6% | +992.0% | +921.3% |
| 10Y | +4,609.2% | +266.4% | +4,342.8% | +3,313.0% |
| All | +4,609.2% | +264.7% | +4,344.5% | +3,313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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