+6.4%
KDP vs WPM
+279.1%
-272.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +2.1% | +7.0% | -5.0% | +1.9% |
| 30D | +8.5% | +15.7% | -7.3% | +8.1% |
| 3M | +6.6% | +35.2% | -28.6% | +5.8% |
| 6M | +17.1% | +6.1% | +11.0% | +17.2% |
| YTD | +19.0% | +32.6% | -13.5% | +17.7% |
| 1Y | +21.8% | +46.9% | -25.1% | +19.7% |
| 3Y | +6.4% | +276.3% | -269.9% | -5.5% |
| All | +6.4% | +279.1% | -272.6% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling