+30.0%
KDP vs AMC
-72.0%
+102.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -12.5% | +12.8% | +0.5% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +18.5% | +4.4% | +14.1% | +18.4% |
| 3M | +20.8% | +15.4% | +5.5% | +20.5% |
| 6M | +29.4% | +93.7% | -64.3% | +28.0% |
| YTD | +35.9% | +97.4% | -61.5% | +34.3% |
| 1Y | +42.5% | +23.2% | +19.3% | +41.6% |
| All | +30.0% | -72.0% | +102.0% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling