-91.6%
AMIX vs KMX
+35.0%
-126.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.3% | -6.3% | -1.5% |
| 7D | -25.1% | +2.1% | -27.2% | -24.2% |
| 30D | -54.5% | +0.5% | -55.0% | -54.3% |
| 3M | -91.7% | -4.1% | -87.6% | -91.9% |
| 6M | -79.4% | +49.5% | -129.0% | -76.9% |
| YTD | -86.1% | +42.7% | -128.8% | -83.4% |
| 1Y | -91.6% | +35.3% | -126.9% | -89.8% |
| All | -91.6% | +35.0% | -126.5% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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