+2,620.0%
MUU vs KDP
-5.2%
+2,625.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.5% |
| 7D | +17.4% | +1.3% | +16.1% | +17.5% |
| 30D | +24.0% | +6.0% | +18.0% | +24.3% |
| 3M | -23.9% | +9.2% | -33.1% | -23.9% |
| 6M | +284.4% | +14.7% | +269.7% | +282.8% |
| YTD | +583.7% | +19.2% | +564.5% | +579.6% |
| 1Y | +2,981.5% | +15.2% | +2,966.3% | +2,957.3% |
| All | +2,620.0% | -5.2% | +2,625.2% | +2,725.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling