+5.0%
KDP vs AMCR
-12.9%
+17.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.7% |
| 7D | -1.6% | -6.3% | +4.7% | +0.2% |
| 30D | +9.5% | -7.1% | +16.6% | +11.7% |
| 3M | +2.6% | +12.7% | -10.0% | -0.8% |
| 6M | +15.6% | +5.2% | +10.5% | +13.5% |
| YTD | +17.3% | +8.1% | +9.3% | +14.2% |
| 1Y | +20.1% | +10.0% | +10.1% | +16.2% |
| 3Y | +4.9% | +6.6% | -1.7% | +0.2% |
| 5Y | +5.0% | -11.4% | +16.4% | +5.6% |
| All | +5.0% | -12.9% | +17.9% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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