+45.9%
KDP vs AMIX
-90.1%
+136.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.8% | -11.0% | +0.8% |
| 7D | +0.3% | +1.2% | -0.9% | +0.3% |
| 30D | +16.3% | -45.3% | +61.6% | +16.4% |
| 3M | +24.0% | -83.1% | +107.1% | +24.2% |
| 6M | +30.0% | -76.9% | +106.8% | +28.8% |
| YTD | +36.1% | -85.3% | +121.4% | +34.7% |
| All | +45.9% | -90.1% | +136.1% | +44.3% |
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