+2,538.2%
MUU vs KDP
-5.3%
+2,543.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +13.9% | +2.1% | +11.9% | +14.1% |
| 30D | +24.8% | +8.5% | +16.3% | +25.4% |
| 3M | -15.7% | +6.6% | -22.4% | -15.6% |
| 6M | +338.9% | +17.1% | +321.8% | +336.1% |
| YTD | +563.2% | +19.0% | +544.1% | +559.1% |
| 1Y | +2,577.5% | +21.8% | +2,555.7% | +2,532.6% |
| All | +2,538.2% | -5.3% | +2,543.5% | +2,639.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling