+43.5%
KDP vs AMIX
-92.3%
+135.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.0% | +8.9% | +5.9% |
| 7D | +5.3% | -25.1% | +30.4% | +5.3% |
| 30D | +19.1% | -54.5% | +73.6% | +19.2% |
| 3M | +19.2% | -91.7% | +110.9% | +19.5% |
| 6M | +29.3% | -79.4% | +108.7% | +28.1% |
| YTD | +35.5% | -86.1% | +121.6% | +34.2% |
| 1Y | +43.5% | -91.6% | +135.0% | +41.8% |
| All | +43.5% | -92.3% | +135.8% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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