+266.4%
KDP vs WEC
+190.8%
+75.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.6% |
| 7D | +4.0% | -0.5% | +4.5% | +4.1% |
| 30D | +16.8% | +12.0% | +4.8% | +13.4% |
| 3M | +32.0% | +11.1% | +21.0% | +28.4% |
| 6M | +35.2% | +6.0% | +29.2% | +33.1% |
| YTD | +40.9% | +14.3% | +26.6% | +36.1% |
| 1Y | +47.7% | +8.0% | +39.7% | +44.6% |
| 3Y | +34.8% | +62.8% | -28.1% | +19.2% |
| 5Y | +22.6% | +55.3% | -32.7% | +9.7% |
| 10Y | +266.4% | +193.2% | +73.3% | +162.6% |
| All | +266.4% | +190.8% | +75.7% | +162.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling