-91.3%
AMIX vs KEY
+26.0%
-117.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.9% | -3.9% |
| 7D | -25.5% | -2.5% | -23.0% | -24.2% |
| 30D | -56.2% | +4.1% | -60.3% | -57.3% |
| 3M | -87.4% | -8.4% | -79.1% | -86.7% |
| 6M | -80.9% | -2.3% | -78.6% | -79.3% |
| YTD | -86.8% | +4.6% | -91.4% | -82.9% |
| 1Y | -91.3% | +24.6% | -115.9% | -70.0% |
| All | -91.3% | +26.0% | -117.3% | -70.0% |
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