+175.8%
KDP vs WING
+341.7%
-165.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +8.5% | -6.0% | +14.5% | +9.0% |
| 3M | +6.6% | -23.5% | +30.1% | +9.3% |
| 6M | +17.1% | -52.0% | +69.0% | +25.4% |
| YTD | +19.0% | -53.8% | +72.8% | +27.2% |
| 1Y | +21.8% | -63.8% | +85.6% | +33.1% |
| 3Y | +6.4% | -30.8% | +37.2% | +2.8% |
| 5Y | +5.1% | -34.3% | +39.4% | -0.8% |
| 10Y | +175.8% | +352.4% | -176.6% | +92.3% |
| All | +175.8% | +341.7% | -165.9% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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