+26.8%
KDP vs WCC
+134.5%
-107.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.6% |
| 7D | -0.8% | +9.9% | -10.7% | -0.9% |
| 30D | +9.7% | -8.4% | +18.2% | +9.7% |
| 3M | +17.6% | -10.3% | +28.0% | +17.7% |
| 6M | +25.8% | -10.5% | +36.3% | +25.8% |
| YTD | +33.9% | +32.2% | +1.7% | +31.4% |
| 1Y | +38.9% | +25.5% | +13.3% | +36.6% |
| 3Y | +26.8% | +134.7% | -107.9% | +14.0% |
| All | +26.8% | +134.5% | -107.7% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling