+239.3%
KDP vs AMBA
+12.8%
+226.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.4% | +0.6% |
| 7D | +0.3% | 0.0% | +0.4% | +0.3% |
| 30D | +16.3% | -8.6% | +24.9% | +16.7% |
| 3M | +24.0% | -29.0% | +53.0% | +25.7% |
| 6M | +30.0% | -19.2% | +49.2% | +29.9% |
| YTD | +36.1% | -13.0% | +49.1% | +35.0% |
| 1Y | +46.8% | -31.3% | +78.1% | +47.3% |
| 3Y | +30.5% | +28.1% | +2.3% | +23.0% |
| 5Y | +17.9% | -69.4% | +87.3% | +18.7% |
| 10Y | +239.3% | +7.6% | +231.6% | +189.8% |
| All | +239.3% | +12.8% | +226.4% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling