+504.3%
MUU vs KDP
+41.3%
+463.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -9.3% |
| 7D | -35.9% | +5.3% | -41.2% | -32.3% |
| 30D | -47.1% | +19.1% | -66.2% | -39.8% |
| 3M | -29.8% | +19.2% | -49.0% | -20.7% |
| 6M | +16.0% | +29.3% | -13.3% | +37.2% |
| YTD | +286.1% | +35.5% | +250.6% | +391.2% |
| 1Y | +504.3% | +43.5% | +460.9% | +757.0% |
| All | +504.3% | +41.3% | +463.0% | +757.0% |
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