+2,163.5%
MUU vs KDP
+18.4%
+2,145.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.9% | -7.4% | -10.0% |
| 7D | +3.6% | -4.3% | +7.9% | +2.0% |
| 30D | +22.3% | +7.8% | +14.5% | +25.0% |
| 3M | -8.2% | -0.1% | -8.2% | -7.4% |
| 6M | +256.3% | +14.0% | +242.3% | +263.8% |
| YTD | +534.4% | +15.1% | +519.3% | +559.8% |
| 1Y | +2,163.5% | +18.5% | +2,145.0% | +2,252.0% |
| All | +2,163.5% | +18.4% | +2,145.1% | +2,252.0% |
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