+247.9%
KDP vs WU
-38.9%
+286.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.4% |
| 7D | -0.8% | -2.0% | +1.2% | -0.5% |
| 30D | +9.7% | +11.4% | -1.7% | +7.8% |
| 3M | +17.6% | -6.8% | +24.4% | +18.8% |
| 6M | +25.8% | -14.6% | +40.4% | +28.1% |
| YTD | +33.9% | -20.6% | +54.5% | +37.3% |
| 1Y | +38.9% | -15.4% | +54.2% | +40.8% |
| 3Y | +26.8% | -23.6% | +50.4% | +29.3% |
| 5Y | +16.3% | -43.4% | +59.7% | +23.6% |
| All | +247.9% | -38.9% | +286.8% | +254.0% |
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