+256.4%
KDP vs WU
-35.7%
+292.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.6% |
| 7D | +8.2% | +11.0% | -2.8% | +6.4% |
| 30D | +18.4% | +13.4% | +5.0% | +16.0% |
| 3M | +29.2% | +2.2% | +27.0% | +28.6% |
| 6M | +32.3% | -18.2% | +50.5% | +35.5% |
| YTD | +38.5% | -18.3% | +56.8% | +41.4% |
| 1Y | +48.5% | -12.2% | +60.7% | +49.7% |
| 3Y | +32.5% | -20.8% | +53.3% | +34.2% |
| 5Y | +19.7% | -42.6% | +62.3% | +26.9% |
| 10Y | +256.4% | -35.5% | +291.9% | +258.0% |
| All | +256.4% | -35.7% | +292.1% | +258.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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