+1,362.4%
MU vs KDP
+6.1%
+1,356.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.1% |
| 7D | +9.0% | +1.3% | +7.7% | +9.0% |
| 30D | +13.8% | +6.0% | +7.8% | +14.0% |
| 3M | +2.1% | +9.2% | -7.1% | +2.2% |
| 6M | +153.8% | +14.7% | +139.1% | +153.9% |
| YTD | +256.4% | +19.2% | +237.2% | +256.6% |
| 1Y | +719.8% | +15.2% | +704.6% | +719.3% |
| All | +1,362.4% | +6.1% | +1,356.4% | +1,398.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling