+1,278.3%
KDP vs WMB
+396.6%
+881.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +2.2% | -13.8% | +16.0% | +4.6% |
| 30D | +19.9% | -10.3% | +30.3% | +21.8% |
| 3M | +21.5% | -10.1% | +31.5% | +23.2% |
| 6M | +30.1% | -11.8% | +42.0% | +32.1% |
| YTD | +34.9% | +8.9% | +26.0% | +32.0% |
| 1Y | +43.4% | +14.0% | +29.4% | +39.1% |
| 3Y | +29.1% | +100.5% | -71.4% | +12.3% |
| 5Y | +15.0% | +179.5% | -164.5% | -6.4% |
| 10Y | +234.1% | +272.7% | -38.7% | +144.6% |
| All | +1,278.3% | +396.6% | +881.8% | +551.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling