+109.3%
KMI vs AMIX
-99.9%
+209.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.8% |
| 7D | -0.4% | -3.4% | +3.0% | -0.4% |
| 30D | +3.7% | -54.4% | +58.0% | +3.7% |
| 3M | +3.2% | -45.7% | +48.9% | +3.2% |
| 6M | -3.0% | -49.2% | +46.2% | -2.9% |
| YTD | +19.7% | -60.3% | +80.0% | +19.9% |
| 1Y | +25.6% | -81.4% | +107.0% | +26.5% |
| All | +109.3% | -99.9% | +209.2% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling