+19.0%
KMI vs AMIX
-91.4%
+110.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -10.8% | -16.0% | +5.3% | -10.8% |
| 30D | -5.0% | -55.4% | +50.4% | -5.1% |
| 3M | -3.4% | -87.5% | +84.1% | -3.6% |
| 6M | -3.4% | -81.2% | +77.8% | -4.5% |
| YTD | +13.1% | -86.8% | +99.9% | +11.8% |
| 1Y | +19.0% | -91.6% | +110.6% | +17.8% |
| All | +19.0% | -91.4% | +110.4% | +17.8% |
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