+266.4%
KDP vs WELL
+475.0%
-208.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +4.0% | +0.1% | +3.9% | +3.9% |
| 30D | +16.8% | +7.8% | +9.0% | +14.7% |
| 3M | +32.0% | +10.2% | +21.8% | +28.9% |
| 6M | +35.2% | +16.4% | +18.8% | +30.0% |
| YTD | +40.9% | +35.2% | +5.7% | +30.5% |
| 1Y | +47.7% | +30.5% | +17.2% | +37.8% |
| 3Y | +34.8% | +206.1% | -171.3% | +1.8% |
| 5Y | +22.6% | +228.3% | -205.6% | -10.2% |
| 10Y | +266.4% | +468.3% | -201.9% | +119.7% |
| All | +266.4% | +475.0% | -208.5% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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