-81.7%
AMIX vs KEEL
+185.4%
-267.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +1.6% | +19.3% | -17.7% | +1.2% |
| 30D | -50.8% | +9.1% | -59.9% | -50.8% |
| 3M | -46.3% | -31.5% | -14.7% | -43.2% |
| 6M | -49.9% | +75.8% | -125.7% | -58.0% |
| YTD | -60.4% | +57.9% | -118.3% | -67.0% |
| 1Y | -81.7% | +133.3% | -215.0% | -84.6% |
| All | -81.7% | +185.4% | -267.1% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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