+284.4%
MUU vs KDP
+11.8%
+272.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.1% |
| 7D | +17.4% | +1.3% | +16.1% | +18.2% |
| 30D | +24.0% | +6.0% | +18.0% | +26.6% |
| 3M | -23.9% | +9.2% | -33.1% | -20.8% |
| 6M | +284.4% | +14.7% | +269.7% | +257.0% |
| All | +284.4% | +11.8% | +272.7% | +257.0% |
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 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