-91.6%
AMIX vs KEY
+29.6%
-121.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.9% |
| 7D | -25.1% | +1.7% | -26.8% | -25.8% |
| 30D | -54.5% | +6.8% | -61.3% | -56.4% |
| 3M | -91.7% | -5.8% | -85.9% | -91.4% |
| 6M | -79.4% | +1.4% | -80.9% | -78.0% |
| YTD | -86.1% | +7.5% | -93.6% | -82.2% |
| 1Y | -91.6% | +29.6% | -121.2% | -68.1% |
| All | -91.6% | +29.6% | -121.2% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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