+43.4%
KDP vs AMIX
-91.4%
+134.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +2.2% | -16.0% | +18.2% | +2.2% |
| 30D | +19.9% | -55.4% | +75.4% | +20.0% |
| 3M | +21.5% | -87.5% | +109.0% | +21.7% |
| 6M | +30.1% | -81.2% | +111.3% | +29.0% |
| YTD | +34.9% | -86.8% | +121.8% | +33.8% |
| 1Y | +43.4% | -91.6% | +135.0% | +42.1% |
| All | +43.4% | -91.4% | +134.8% | +42.1% |
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