-91.6%
AMIX vs KEY
+24.1%
-115.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -16.0% | -1.3% | -14.7% | -15.4% |
| 30D | -55.4% | +5.1% | -60.6% | -56.9% |
| 3M | -87.5% | -7.1% | -80.4% | -86.9% |
| 6M | -81.2% | -4.4% | -76.8% | -79.8% |
| YTD | -86.8% | +4.0% | -90.9% | -82.8% |
| 1Y | -91.6% | +23.4% | -115.0% | -71.4% |
| All | -91.6% | +24.1% | -115.7% | -71.4% |
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