+29.1%
KDP vs WU
-21.7%
+50.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.4% |
| 7D | +2.2% | +11.7% | -9.5% | +0.7% |
| 30D | +19.9% | +12.6% | +7.3% | +18.1% |
| 3M | +21.5% | -0.5% | +22.0% | +21.2% |
| 6M | +30.1% | -18.2% | +48.3% | +31.4% |
| YTD | +34.9% | -19.0% | +53.9% | +36.0% |
| 1Y | +43.4% | -16.7% | +60.1% | +44.0% |
| 3Y | +29.1% | -21.0% | +50.1% | +26.8% |
| All | +29.1% | -21.7% | +50.8% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling