+43.5%
KDP vs AMC
+38.0%
+5.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +7.3% | -1.4% | +5.7% |
| 7D | +5.3% | +17.7% | -12.4% | +5.0% |
| 30D | +19.1% | +26.2% | -7.1% | +18.5% |
| 3M | +19.2% | +31.3% | -12.2% | +18.4% |
| 6M | +29.3% | +142.8% | -113.5% | +27.1% |
| YTD | +35.5% | +125.6% | -90.1% | +34.0% |
| 1Y | +43.5% | +40.2% | +3.2% | +49.2% |
| All | +43.5% | +38.0% | +5.4% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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