+1,314.5%
KDP vs WPM
+1,143.9%
+170.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.1% | +6.8% | +2.1% |
| 7D | +8.2% | +16.4% | -8.1% | +7.1% |
| 30D | +18.4% | -1.5% | +19.8% | +18.3% |
| 3M | +29.2% | +2.6% | +26.7% | +28.7% |
| 6M | +32.3% | -1.3% | +33.6% | +31.8% |
| YTD | +38.5% | +16.8% | +21.7% | +35.8% |
| 1Y | +48.5% | +34.1% | +14.4% | +44.2% |
| 3Y | +32.5% | +225.1% | -192.7% | +19.8% |
| 5Y | +19.7% | +234.5% | -214.8% | +7.2% |
| 10Y | +256.4% | +674.1% | -417.7% | +194.1% |
| All | +1,314.5% | +1,143.9% | +170.6% | +737.7% |
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