-99.8%
AMIX vs KNX
+30.7%
-130.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.8% | -5.7% | -4.2% |
| 7D | -13.7% | +7.4% | -21.1% | -17.6% |
| 30D | -62.1% | +2.0% | -64.0% | -63.0% |
| 3M | -46.2% | -7.9% | -38.3% | -47.1% |
| 6M | -46.4% | +14.4% | -60.8% | -46.9% |
| YTD | -60.3% | +38.9% | -99.2% | -59.9% |
| 1Y | -79.7% | +65.9% | -145.6% | -79.1% |
| All | -99.8% | +30.7% | -130.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 all: compounded portfolio wealth divided by compounded KNX 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…
all analysis · Full analysis span regression · 6 months rolling