+43.5%
KDP vs WEC
+9.7%
+33.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.3% | +3.6% | +4.7% |
| 7D | +5.3% | +6.9% | -1.6% | +2.2% |
| 30D | +19.1% | +16.6% | +2.5% | +11.2% |
| 3M | +19.2% | +9.1% | +10.1% | +14.5% |
| 6M | +29.3% | +3.2% | +26.1% | +27.6% |
| YTD | +35.5% | +14.9% | +20.6% | +32.0% |
| 1Y | +43.5% | +9.2% | +34.3% | +40.5% |
| All | +43.5% | +9.7% | +33.8% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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