+23.4%
KEY vs AMC
+24.6%
-1.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.6% |
| 7D | -1.3% | +2.6% | -3.9% | -1.3% |
| 30D | +5.1% | +9.0% | -3.9% | +5.0% |
| 3M | -7.1% | +22.2% | -29.3% | -7.5% |
| 6M | -4.4% | +91.5% | -95.8% | -7.8% |
| YTD | +4.0% | +101.3% | -97.3% | -0.7% |
| 1Y | +23.4% | +20.8% | +2.6% | +23.0% |
| All | +23.4% | +24.6% | -1.2% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling