+43.5%
KDP vs WMB
+22.7%
+20.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.4% | +12.3% | +5.5% |
| 7D | +5.3% | -8.6% | +14.0% | +5.0% |
| 30D | +19.1% | -4.2% | +23.3% | +18.4% |
| 3M | +19.2% | -4.4% | +23.6% | +18.5% |
| 6M | +29.3% | -8.7% | +38.0% | +28.9% |
| YTD | +35.5% | +15.4% | +20.2% | +33.8% |
| 1Y | +43.5% | +23.7% | +19.7% | +40.0% |
| All | +43.5% | +22.7% | +20.8% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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