+127.2%
KR vs AMC
-99.0%
+226.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.0% |
| 7D | -2.7% | -7.1% | +4.4% | -2.6% |
| 30D | +1.9% | -1.7% | +3.6% | +1.9% |
| 3M | -11.0% | +13.5% | -24.5% | -11.4% |
| 6M | -20.2% | +112.6% | -132.8% | -21.3% |
| YTD | -7.3% | +51.3% | -58.6% | -8.2% |
| 1Y | -13.1% | -14.5% | +1.4% | -13.3% |
| 3Y | +29.7% | -67.1% | +96.9% | +30.0% |
| 5Y | +48.8% | -99.5% | +148.3% | +56.1% |
| All | +127.2% | -99.0% | +226.2% | +133.7% |
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