+179.8%
KDP vs WPM
+523.6%
-343.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.5% |
| 7D | -1.6% | +3.9% | -5.4% | -1.7% |
| 30D | +9.5% | +17.7% | -8.2% | +8.7% |
| 3M | +2.6% | +39.4% | -36.8% | +1.1% |
| 6M | +15.6% | +6.4% | +9.2% | +15.1% |
| YTD | +17.3% | +34.0% | -16.6% | +15.4% |
| 1Y | +20.1% | +50.5% | -30.4% | +17.3% |
| 3Y | +4.9% | +280.3% | -275.4% | -2.9% |
| 5Y | +5.0% | +266.3% | -261.3% | -3.5% |
| 10Y | +179.8% | +550.8% | -371.0% | +169.4% |
| All | +179.8% | +523.6% | -343.8% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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