+6,965.0%
AMZN vs KDP
+1,132.0%
+5,833.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -3.0% | +1.3% | -4.2% | -3.4% |
| 30D | -5.2% | +6.0% | -11.2% | -7.1% |
| 3M | +1.9% | +9.2% | -7.3% | -1.6% |
| 6M | +19.2% | +14.7% | +4.5% | +13.0% |
| YTD | +12.0% | +19.2% | -7.2% | +4.4% |
| 1Y | +9.7% | +15.2% | -5.5% | +2.9% |
| 3Y | +87.2% | +6.0% | +81.2% | +76.5% |
| 5Y | +48.7% | +5.4% | +43.2% | +40.0% |
| 10Y | +569.3% | +171.9% | +397.5% | +314.4% |
| All | +6,965.0% | +1,132.0% | +5,833.1% | +2,207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling