+1,245.5%
WDC vs KDP
+175.4%
+1,070.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.2% |
| 7D | +6.0% | +2.1% | +3.9% | +5.5% |
| 30D | +9.9% | +8.5% | +1.5% | +7.7% |
| 3M | -9.4% | +6.6% | -16.0% | -11.5% |
| 6M | +94.7% | +17.1% | +77.7% | +85.1% |
| YTD | +177.4% | +19.0% | +158.3% | +161.3% |
| 1Y | +412.6% | +21.8% | +390.8% | +375.6% |
| 3Y | +1,359.8% | +6.4% | +1,353.3% | +1,279.0% |
| 5Y | +992.6% | +5.1% | +987.4% | +936.2% |
| 10Y | +1,245.5% | +175.8% | +1,069.7% | +965.5% |
| All | +1,245.5% | +175.4% | +1,070.1% | +965.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling