+15.2%
KDP vs WCC
+61.8%
-46.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -0.8% |
| 7D | +1.3% | +4.5% | -3.2% | +1.3% |
| 30D | +6.0% | -5.8% | +11.8% | +6.0% |
| 3M | +9.2% | -3.7% | +12.8% | +9.5% |
| 6M | +14.7% | +23.1% | -8.4% | +13.0% |
| YTD | +19.2% | +44.2% | -25.0% | +17.3% |
| 1Y | +15.2% | +62.1% | -46.9% | +13.2% |
| All | +15.2% | +61.8% | -46.6% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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