+1,278.3%
KDP vs WPM
+1,141.1%
+137.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.9% |
| 7D | +2.2% | +16.9% | -14.7% | +1.1% |
| 30D | +19.9% | +2.0% | +18.0% | +19.7% |
| 3M | +21.5% | +8.9% | +12.6% | +20.5% |
| 6M | +30.1% | +1.6% | +28.5% | +29.4% |
| YTD | +34.9% | +16.5% | +18.4% | +32.4% |
| 1Y | +43.4% | +42.2% | +1.2% | +38.7% |
| 3Y | +29.1% | +213.3% | -184.2% | +17.0% |
| 5Y | +15.0% | +249.9% | -234.9% | +2.7% |
| 10Y | +234.1% | +549.4% | -315.3% | +179.5% |
| All | +1,278.3% | +1,141.1% | +137.3% | +716.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling