-38.4%
MUU vs KDP
+34.6%
-73.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.8% | +22.4% | +25.9% |
| 7D | -2.5% | +4.0% | -6.5% | +1.3% |
| 30D | -39.7% | +16.8% | -56.5% | -29.2% |
| 3M | -27.4% | +32.0% | -59.4% | -7.7% |
| 6M | -38.4% | +35.2% | -73.6% | -30.5% |
| All | -38.4% | +34.6% | -73.0% | -30.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling