+22.6%
KDP vs AMCR
-7.6%
+30.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.5% | +2.3% |
| 7D | +4.0% | -8.5% | +12.4% | +6.6% |
| 30D | +16.8% | +6.8% | +10.0% | +14.7% |
| 3M | +32.0% | -5.0% | +37.0% | +33.9% |
| 6M | +35.2% | +13.9% | +21.3% | +30.2% |
| YTD | +40.9% | +11.2% | +29.7% | +36.1% |
| 1Y | +47.7% | +11.3% | +36.3% | +42.5% |
| 3Y | +34.8% | +15.4% | +19.4% | +25.9% |
| 5Y | +22.6% | -7.7% | +30.4% | +24.2% |
| All | +22.6% | -7.6% | +30.2% | +24.2% |
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