+412.6%
WDC vs KDP
+17.7%
+394.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.1% |
| 7D | +6.0% | +2.1% | +3.9% | +7.0% |
| 30D | +9.9% | +8.5% | +1.5% | +13.8% |
| 3M | -9.4% | +6.6% | -16.0% | -6.5% |
| 6M | +94.7% | +17.1% | +77.7% | +105.8% |
| YTD | +177.4% | +19.0% | +158.3% | +200.2% |
| 1Y | +412.6% | +21.8% | +390.8% | +463.0% |
| All | +412.6% | +17.7% | +394.9% | +463.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling