+16.2%
KDP vs AMC
-99.2%
+115.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +2.6% |
| 7D | -0.8% | +3.5% | -4.3% | -0.8% |
| 30D | +9.7% | +12.5% | -2.7% | +9.6% |
| 3M | +17.6% | +23.6% | -6.0% | +17.4% |
| 6M | +25.8% | +144.4% | -118.6% | +24.8% |
| YTD | +33.9% | +108.3% | -74.5% | +32.9% |
| 1Y | +38.9% | +38.9% | 0.0% | +38.2% |
| 3Y | +26.8% | -58.9% | +85.7% | +26.5% |
| All | +16.2% | -99.2% | +115.4% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling