+47.7%
KDP vs WING
-29.6%
+77.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.4% | +1.9% |
| 7D | +4.0% | -0.5% | +4.5% | +4.0% |
| 30D | +16.8% | +32.3% | -15.5% | +14.7% |
| 3M | +32.0% | +50.2% | -18.1% | +28.7% |
| 6M | +35.2% | +31.7% | +3.5% | +33.4% |
| YTD | +40.9% | -29.6% | +70.5% | +40.3% |
| 1Y | +47.7% | -29.7% | +77.4% | +47.1% |
| All | +47.7% | -29.6% | +77.3% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling