+175.8%
KDP vs WCC
+509.2%
-333.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.4% |
| 7D | +2.1% | +8.5% | -6.4% | +1.2% |
| 30D | +8.5% | -1.0% | +9.4% | +8.4% |
| 3M | +6.6% | +2.1% | +4.5% | +5.9% |
| 6M | +17.1% | +36.8% | -19.8% | +12.2% |
| YTD | +19.0% | +47.7% | -28.7% | +12.9% |
| 1Y | +21.8% | +66.5% | -44.7% | +13.5% |
| 3Y | +6.4% | +134.2% | -127.7% | -7.5% |
| 5Y | +5.1% | +231.6% | -226.5% | -15.4% |
| 10Y | +175.8% | +508.1% | -332.3% | +74.0% |
| All | +175.8% | +509.2% | -333.4% | +74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling