+117.9%
KEY vs AMC
-98.7%
+216.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.6% |
| 7D | -1.3% | +2.6% | -3.9% | -1.4% |
| 30D | +5.1% | +9.0% | -3.9% | +4.7% |
| 3M | -7.1% | +22.2% | -29.3% | -8.1% |
| 6M | -4.4% | +91.5% | -95.8% | -7.9% |
| YTD | +4.0% | +101.3% | -97.3% | -0.4% |
| 1Y | +23.4% | +20.8% | +2.6% | +20.6% |
| 3Y | +113.9% | -71.3% | +185.2% | +116.4% |
| 5Y | +12.3% | -99.2% | +111.6% | +23.9% |
| All | +117.9% | -98.7% | +216.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling