+105.5%
KMI vs AMIX
-99.9%
+205.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.0% |
| 3M | 0.0% | -46.2% | +46.1% | 0.0% |
| 6M | -5.7% | -46.4% | +40.7% | -5.7% |
| YTD | +17.5% | -60.3% | +77.7% | +17.7% |
| 1Y | +22.3% | -79.7% | +102.0% | +23.0% |
| All | +105.5% | -99.9% | +205.4% | +112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling