+43.5%
KDP vs GWW
+55.5%
-12.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.5% | -0.6% | +4.8% |
| 7D | +5.3% | +11.1% | -5.8% | +3.7% |
| 30D | +19.1% | +15.7% | +3.4% | +16.7% |
| 3M | +19.2% | +14.8% | +4.4% | +16.8% |
| 6M | +29.3% | +30.9% | -1.7% | +24.3% |
| YTD | +35.5% | +48.5% | -12.9% | +28.3% |
| 1Y | +43.5% | +57.1% | -13.6% | +34.3% |
| All | +43.5% | +55.5% | -12.0% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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