+66.9%
AMAT vs KDP
+39.5%
+27.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.6% | -5.3% | -2.0% |
| 7D | +11.4% | -0.8% | +12.1% | +11.4% |
| 30D | -17.0% | +9.7% | -26.8% | -14.0% |
| 3M | -30.6% | +17.6% | -48.2% | -26.7% |
| 6M | -14.9% | +25.8% | -40.7% | -9.2% |
| YTD | +44.7% | +33.9% | +10.8% | +58.2% |
| 1Y | +66.9% | +38.9% | +28.0% | +92.0% |
| All | +66.9% | +39.5% | +27.4% | +92.0% |
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