+175.8%
KDP vs WU
-41.4%
+217.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.3% |
| 7D | +2.1% | -0.8% | +2.9% | +2.2% |
| 30D | +8.5% | -1.1% | +9.6% | +8.7% |
| 3M | +6.6% | -1.8% | +8.4% | +6.5% |
| 6M | +17.1% | -23.9% | +41.0% | +21.3% |
| YTD | +19.0% | -20.4% | +39.5% | +22.3% |
| 1Y | +21.8% | -10.6% | +32.3% | +22.2% |
| 3Y | +6.4% | -27.7% | +34.2% | +9.6% |
| 5Y | +5.1% | -51.1% | +56.3% | +15.1% |
| 10Y | +175.8% | -40.7% | +216.5% | +188.9% |
| All | +175.8% | -41.4% | +217.2% | +188.9% |
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