+256.4%
KDP vs WCN
+300.6%
-44.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.5% |
| 7D | +8.2% | +2.6% | +5.6% | +7.2% |
| 30D | +18.4% | +25.3% | -7.0% | +9.0% |
| 3M | +29.2% | +15.2% | +14.0% | +22.6% |
| 6M | +32.3% | +26.4% | +5.8% | +21.2% |
| YTD | +38.5% | +9.9% | +28.6% | +32.9% |
| 1Y | +48.5% | +16.2% | +32.3% | +39.5% |
| 3Y | +32.5% | +49.4% | -16.9% | +12.2% |
| 5Y | +19.7% | +46.2% | -26.5% | +1.1% |
| 10Y | +256.4% | +305.7% | -49.3% | +108.2% |
| All | +256.4% | +300.6% | -44.2% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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