+14.6%
KDP vs AMRZ
-19.2%
+33.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -0.8% | -2.1% | +1.3% | -0.5% |
| 30D | +9.7% | +13.0% | -3.2% | +8.4% |
| 3M | +17.6% | -12.1% | +29.7% | +19.0% |
| 6M | +25.8% | -19.1% | +44.9% | +28.0% |
| YTD | +33.9% | -23.3% | +57.1% | +37.3% |
| 1Y | +38.9% | -16.6% | +55.5% | +42.9% |
| All | +14.6% | -19.2% | +33.7% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling