+1,117.5%
KDP vs WY
+82.2%
+1,035.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | +1.3% | -1.7% | +3.0% | +1.7% |
| 30D | +6.0% | -10.1% | +16.1% | +8.8% |
| 3M | +9.2% | -5.1% | +14.3% | +10.4% |
| 6M | +14.7% | -4.8% | +19.5% | +15.7% |
| YTD | +19.2% | -0.2% | +19.4% | +18.7% |
| 1Y | +15.2% | -6.6% | +21.8% | +16.4% |
| 3Y | +6.0% | -22.7% | +28.7% | +10.9% |
| 5Y | +5.4% | -22.2% | +27.6% | +8.6% |
| 10Y | +171.9% | +7.3% | +164.6% | +140.0% |
| All | +1,117.5% | +82.2% | +1,035.3% | +678.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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