+154.6%
KR vs AMC
-98.7%
+253.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | +0.8% | -2.8% | +3.6% | +0.8% |
| 30D | +11.1% | +14.0% | -2.9% | +10.9% |
| 3M | +24.4% | +42.5% | -18.1% | +23.7% |
| 6M | +8.5% | +142.6% | -134.0% | +6.9% |
| YTD | +13.1% | +119.2% | -106.1% | +11.4% |
| 1Y | +9.3% | +40.7% | -31.4% | +8.3% |
| 3Y | +69.3% | -57.3% | +126.6% | +69.2% |
| 5Y | +83.2% | -99.1% | +182.4% | +90.5% |
| 10Y | +154.6% | -98.7% | +253.3% | +155.2% |
| All | +154.6% | -98.7% | +253.3% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling