-79.4%
AMIX vs KEY
+1.1%
-80.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -6.6% |
| 7D | -25.1% | +1.7% | -26.8% | -28.3% |
| 30D | -54.5% | +6.8% | -61.3% | -62.1% |
| 3M | -91.7% | -5.8% | -85.9% | -89.7% |
| 6M | -79.4% | +1.4% | -80.9% | -76.1% |
| All | -79.4% | +1.1% | -80.5% | -76.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling