+26.8%
KDP vs WELL
+204.0%
-177.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +9.7% | +5.7% | +4.1% | +8.2% |
| 3M | +17.6% | +4.6% | +13.0% | +16.2% |
| 6M | +25.8% | +11.9% | +13.9% | +21.9% |
| YTD | +33.9% | +33.6% | +0.3% | +24.2% |
| 1Y | +38.9% | +29.8% | +9.1% | +29.5% |
| 3Y | +26.8% | +202.2% | -175.4% | -3.2% |
| All | +26.8% | +204.0% | -177.2% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling