-82.0%
AMIX vs KEYS
+92.7%
-174.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -1.9% |
| 7D | -6.3% | +0.9% | -7.2% | -7.5% |
| 30D | -51.9% | -5.3% | -46.7% | -49.2% |
| 3M | -44.9% | +0.5% | -45.4% | -41.5% |
| 6M | -47.9% | +14.0% | -62.0% | -45.1% |
| YTD | -62.0% | +60.3% | -122.3% | -60.4% |
| 1Y | -82.0% | +91.3% | -173.3% | -80.5% |
| All | -82.0% | +92.7% | -174.7% | -80.5% |
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