+185.1%
WBD vs KDP
+1,076.2%
-891.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +19.2% | +15.0% | +26.0% |
| 7D | +34.3% | +19.2% | +15.0% | +26.0% |
| 30D | +34.3% | +19.2% | +15.0% | +26.0% |
| 3M | +34.3% | +19.2% | +15.0% | +26.0% |
| 6M | +34.3% | +19.2% | +15.0% | +26.0% |
| YTD | +34.3% | +19.2% | +15.0% | +26.0% |
| 1Y | +63.0% | +23.4% | +39.6% | +50.2% |
| 3Y | +206.7% | +11.6% | +195.1% | +189.8% |
| 5Y | +18.4% | +5.5% | +12.8% | +13.9% |
| 10Y | +11.8% | +179.8% | -168.0% | -28.8% |
| All | +185.1% | +1,076.2% | -891.1% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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