+22.3%
KMI vs AMIX
-81.0%
+103.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | -0.5% | -13.7% | +13.2% | -0.5% |
| 30D | +0.9% | -62.1% | +63.0% | +0.8% |
| 3M | 0.0% | -46.2% | +46.1% | -1.5% |
| 6M | -5.7% | -46.4% | +40.7% | -6.8% |
| YTD | +17.5% | -60.3% | +77.7% | +16.1% |
| 1Y | +22.3% | -79.7% | +102.0% | +21.4% |
| All | +22.3% | -81.0% | +103.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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