+21.8%
KDP vs WCC
+64.4%
-42.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.1% |
| 7D | +2.1% | +8.5% | -6.4% | +2.2% |
| 30D | +8.5% | -1.0% | +9.4% | +8.5% |
| 3M | +6.6% | +2.1% | +4.5% | +6.8% |
| 6M | +17.1% | +36.8% | -19.8% | +15.1% |
| YTD | +19.0% | +47.7% | -28.7% | +17.4% |
| 1Y | +21.8% | +66.5% | -44.7% | +20.4% |
| All | +21.8% | +64.4% | -42.7% | +20.4% |
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