-91.6%
AMIX vs KEYS
+55.9%
-147.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | +4.4% |
| 7D | -25.1% | -14.8% | -10.3% | -9.4% |
| 30D | -54.5% | -25.6% | -28.9% | -36.1% |
| 3M | -91.7% | -16.2% | -75.5% | -90.3% |
| 6M | -79.4% | -18.6% | -60.8% | -75.7% |
| YTD | -86.1% | +40.7% | -126.7% | -81.3% |
| 1Y | -91.6% | +59.6% | -151.2% | -86.2% |
| All | -91.6% | +55.9% | -147.5% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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