-99.9%
AMIX vs KMX
-22.5%
-77.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.1% | +8.7% | +8.8% |
| 7D | +11.4% | +1.5% | +9.9% | +11.6% |
| 30D | -40.5% | +3.0% | -43.5% | -40.2% |
| 3M | -80.1% | -7.8% | -72.3% | -80.3% |
| 6M | -74.8% | +34.3% | -109.2% | -74.7% |
| YTD | -84.0% | +40.2% | -124.2% | -83.8% |
| 1Y | -89.7% | +63.0% | -152.7% | -89.5% |
| All | -99.9% | -22.5% | -77.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling