+58.5%
KO vs AMIX
-99.9%
+158.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.8% |
| 7D | -1.8% | -13.7% | +11.9% | -1.8% |
| 30D | +1.4% | -62.1% | +63.5% | +1.4% |
| 3M | +15.4% | -46.2% | +61.5% | +15.6% |
| 6M | +14.3% | -46.4% | +60.7% | +14.5% |
| YTD | +27.7% | -60.3% | +87.9% | +27.9% |
| 1Y | +32.7% | -79.7% | +112.4% | +33.0% |
| All | +58.5% | -99.9% | +158.4% | +68.4% |
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