+58.1%
KO vs AMIX
-99.9%
+158.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.4% | +0.3% |
| 7D | -1.1% | -6.3% | +5.2% | -1.1% |
| 30D | +1.6% | -51.9% | +53.5% | +1.5% |
| 3M | +5.8% | -44.9% | +50.7% | +5.9% |
| 6M | +14.3% | -47.9% | +62.2% | +14.5% |
| YTD | +27.3% | -62.0% | +89.3% | +27.6% |
| 1Y | +33.2% | -82.0% | +115.2% | +33.5% |
| All | +58.1% | -99.9% | +158.0% | +68.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling