+45.9%
KDP vs AMC
+40.5%
+5.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.4% | +0.7% |
| 7D | +0.3% | +6.6% | -6.3% | +0.2% |
| 30D | +16.3% | +14.1% | +2.2% | +16.0% |
| 3M | +24.0% | +31.3% | -7.3% | +23.2% |
| 6M | +30.0% | +126.7% | -96.7% | +28.2% |
| YTD | +36.1% | +117.9% | -81.9% | +35.0% |
| All | +45.9% | +40.5% | +5.4% | +52.9% |
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