-11.0%
KR vs AMC
-11.2%
+0.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.2% | -1.5% | +2.8% |
| 7D | -0.2% | -7.2% | +7.0% | -0.4% |
| 30D | +5.1% | -2.8% | +7.8% | +5.0% |
| 3M | -8.2% | +7.9% | -16.0% | -7.7% |
| 6M | -18.0% | +119.6% | -137.6% | -16.2% |
| YTD | -4.8% | +57.7% | -62.5% | -3.4% |
| 1Y | -11.0% | -12.1% | +1.1% | -12.9% |
| All | -11.0% | -11.2% | +0.2% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling