+256.4%
KDP vs AMC
-98.7%
+355.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.7% |
| 7D | +8.2% | +5.5% | +2.7% | +8.1% |
| 30D | +18.4% | +16.1% | +2.2% | +18.0% |
| 3M | +29.2% | +43.0% | -13.8% | +28.4% |
| 6M | +32.3% | +130.7% | -98.4% | +30.1% |
| YTD | +38.5% | +121.8% | -83.3% | +36.1% |
| 1Y | +48.5% | +40.7% | +7.8% | +46.9% |
| 3Y | +32.5% | -56.8% | +89.3% | +32.1% |
| 5Y | +19.7% | -99.1% | +118.8% | +24.4% |
| 10Y | +256.4% | -98.7% | +355.1% | +207.6% |
| All | +256.4% | -98.7% | +355.1% | +207.6% |
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