+390.7%
MUU vs KDP
+50.8%
+340.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.8% | +22.4% | +25.5% |
| 7D | -2.5% | +4.0% | -6.5% | +0.4% |
| 30D | -39.7% | +16.8% | -56.5% | -31.7% |
| 3M | -27.4% | +32.0% | -59.4% | -12.1% |
| 6M | -38.4% | +35.2% | -73.6% | -24.6% |
| YTD | +276.4% | +40.9% | +235.5% | +397.9% |
| 1Y | +390.7% | +47.7% | +343.1% | +602.2% |
| All | +390.7% | +50.8% | +340.0% | +602.2% |
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