+9.0%
AMZN vs KDP
+17.7%
-8.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.8% | +2.1% | -1.3% | +1.0% |
| 30D | -6.4% | +8.5% | -14.8% | -5.6% |
| 3M | +4.8% | +6.6% | -1.8% | +5.6% |
| 6M | +20.5% | +17.1% | +3.5% | +21.4% |
| YTD | +11.3% | +19.0% | -7.7% | +12.7% |
| 1Y | +9.0% | +21.8% | -12.8% | +9.0% |
| All | +9.0% | +17.7% | -8.7% | +9.0% |
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