+2,981.5%
MUU vs KDP
+15.4%
+2,966.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.3% |
| 7D | +17.4% | +1.3% | +16.1% | +17.9% |
| 30D | +24.0% | +6.0% | +18.0% | +26.0% |
| 3M | -23.9% | +9.2% | -33.1% | -21.6% |
| 6M | +284.4% | +14.7% | +269.7% | +298.2% |
| YTD | +583.7% | +19.2% | +564.5% | +624.0% |
| 1Y | +2,981.5% | +15.2% | +2,966.3% | +3,362.0% |
| All | +2,981.5% | +15.4% | +2,966.1% | +3,362.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling