+35.6%
UNP vs KDP
+17.7%
+17.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -0.7% | +2.1% | -2.8% | -1.2% |
| 30D | -1.1% | +8.5% | -9.6% | -3.2% |
| 3M | +7.9% | +6.6% | +1.3% | +5.9% |
| 6M | +14.6% | +17.1% | -2.4% | +9.2% |
| YTD | +26.6% | +19.0% | +7.5% | +20.5% |
| 1Y | +35.6% | +21.8% | +13.8% | +29.7% |
| All | +35.6% | +17.7% | +17.9% | +29.7% |
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 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