+17.8%
KDP vs WEC
+54.4%
-36.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +4.5% | +3.2% | +1.3% | +3.2% |
| 30D | +18.5% | +14.7% | +3.8% | +12.1% |
| 3M | +20.8% | +10.2% | +10.6% | +16.1% |
| 6M | +29.4% | +4.5% | +24.9% | +27.0% |
| YTD | +35.9% | +15.1% | +20.8% | +28.3% |
| 1Y | +42.5% | +9.4% | +33.1% | +37.1% |
| 3Y | +29.4% | +56.9% | -27.5% | +7.4% |
| All | +17.8% | +54.4% | -36.6% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling