-99.8%
AMIX vs KEY
+72.2%
-172.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | -13.7% | +2.2% | -15.9% | -14.6% |
| 30D | -62.1% | -3.0% | -59.0% | -61.5% |
| 3M | -46.2% | +3.3% | -49.5% | -46.4% |
| 6M | -46.4% | +9.2% | -55.6% | -47.6% |
| YTD | -60.3% | +10.6% | -70.9% | -61.3% |
| 1Y | -79.7% | +20.4% | -100.1% | -80.7% |
| All | -99.8% | +72.2% | -172.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling