+12.9%
KEY vs AMC
-99.3%
+112.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.5% | +9.8% | -1.9% |
| 7D | -2.5% | 0.0% | -2.5% | -2.5% |
| 30D | +4.1% | +4.4% | -0.3% | +3.7% |
| 3M | -8.4% | +15.4% | -23.7% | -9.6% |
| 6M | -2.3% | +93.7% | -96.0% | -8.4% |
| YTD | +4.6% | +97.4% | -92.9% | -2.8% |
| 1Y | +24.6% | +23.2% | +1.4% | +19.7% |
| 3Y | +112.8% | -71.3% | +184.0% | +120.4% |
| 5Y | +12.9% | -99.3% | +112.2% | +40.4% |
| All | +12.9% | -99.3% | +112.2% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling