+29.4%
KDP vs AMIX
-79.8%
+109.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | +0.3% |
| 7D | +4.5% | -25.5% | +30.0% | +4.5% |
| 30D | +18.5% | -56.2% | +74.7% | +18.6% |
| 3M | +20.8% | -87.4% | +108.3% | +21.1% |
| 6M | +29.4% | -80.9% | +110.3% | +26.9% |
| All | +29.4% | -79.8% | +109.2% | +26.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling