+203.0%
AMAT vs KDP
+6.1%
+197.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.2% |
| 7D | -1.5% | +1.3% | -2.8% | -1.4% |
| 30D | -14.8% | +6.0% | -20.8% | -14.4% |
| 3M | -9.3% | +9.2% | -18.5% | -8.8% |
| 6M | +27.4% | +14.7% | +12.7% | +28.0% |
| YTD | +77.6% | +19.2% | +58.4% | +78.7% |
| 1Y | +188.9% | +15.2% | +173.8% | +190.7% |
| All | +203.0% | +6.1% | +197.0% | +213.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling