+173.3%
KDP vs AMC
-98.9%
+272.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.2% | -1.0% |
| 7D | +1.3% | +2.3% | -1.0% | +1.2% |
| 30D | +6.0% | -0.7% | +6.7% | +6.0% |
| 3M | +9.2% | +35.2% | -26.0% | +8.4% |
| 6M | +14.7% | +124.6% | -109.9% | +12.8% |
| YTD | +19.2% | +69.9% | -50.7% | +17.7% |
| 1Y | +15.2% | -2.6% | +17.7% | +14.6% |
| 3Y | +6.0% | -79.8% | +85.7% | +6.8% |
| 5Y | +5.4% | -99.4% | +104.8% | +10.3% |
| All | +173.3% | -98.9% | +272.2% | +131.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling