+73.2%
KO vs AMIX
-100.0%
+173.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.7% | -16.0% | +17.7% | +1.7% |
| 30D | +11.5% | -55.4% | +66.9% | +11.4% |
| 3M | +10.8% | -87.5% | +98.3% | +10.6% |
| 6M | +22.3% | -81.2% | +103.5% | +22.4% |
| YTD | +39.5% | -86.8% | +126.3% | +39.7% |
| 1Y | +42.2% | -91.6% | +133.8% | +42.4% |
| All | +73.2% | -100.0% | +173.2% | +83.9% |
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