+29.6%
KDP vs AMIX
-100.0%
+129.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -20.0% | +21.8% | +1.7% |
| 7D | +4.0% | -8.1% | +12.0% | +4.0% |
| 30D | +16.8% | -52.3% | +69.1% | +16.7% |
| 3M | +32.0% | -83.8% | +115.8% | +31.9% |
| 6M | +35.2% | -79.0% | +114.1% | +34.7% |
| YTD | +40.9% | -87.2% | +128.1% | +40.1% |
| 1Y | +47.7% | -91.7% | +139.4% | +46.6% |
| All | +29.6% | -100.0% | +129.5% | +30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling