+9.2%
KEY vs AMC
+132.5%
-123.3%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.1% | +0.2% |
| 7D | +2.2% | +2.3% | -0.1% | +2.2% |
| 30D | -3.0% | -0.7% | -2.3% | -3.0% |
| 3M | +3.3% | +35.2% | -31.9% | +1.6% |
| 6M | +9.2% | +124.6% | -115.4% | +1.1% |
| All | +9.2% | +132.5% | -123.3% | +1.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling