+1,278.3%
KDP vs WELL
+1,029.5%
+248.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +2.2% | +4.4% | -2.2% | +1.0% |
| 30D | +19.9% | +10.8% | +9.1% | +16.6% |
| 3M | +21.5% | +4.2% | +17.3% | +20.0% |
| 6M | +30.1% | +14.0% | +16.1% | +25.2% |
| YTD | +34.9% | +33.4% | +1.5% | +24.3% |
| 1Y | +43.4% | +32.4% | +11.0% | +32.2% |
| 3Y | +29.1% | +194.7% | -165.7% | -5.0% |
| 5Y | +15.0% | +226.5% | -211.5% | -19.0% |
| 10Y | +234.1% | +429.8% | -195.8% | +86.2% |
| All | +1,278.3% | +1,029.5% | +248.8% | +468.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling