+247.9%
KDP vs WPM
+749.7%
-501.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | -0.8% | -3.6% | +2.8% | -0.7% |
| 30D | +9.7% | +1.4% | +8.3% | +9.6% |
| 3M | +17.6% | -0.2% | +17.8% | +17.5% |
| 6M | +25.8% | -7.3% | +33.1% | +25.9% |
| YTD | +33.9% | +12.3% | +21.5% | +32.7% |
| 1Y | +38.9% | +24.9% | +14.0% | +37.0% |
| 3Y | +26.8% | +210.4% | -183.6% | +19.6% |
| 5Y | +16.3% | +210.4% | -194.0% | +8.9% |
| All | +247.9% | +749.7% | -501.8% | +233.5% |
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