+36.4%
KR vs AMC
-99.5%
+135.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -1.3% |
| 7D | -3.1% | -6.8% | +3.8% | -3.1% |
| 30D | +0.6% | +1.7% | -1.0% | +0.6% |
| 3M | -9.8% | +26.8% | -36.6% | -9.8% |
| 6M | -22.1% | +117.7% | -139.8% | -22.2% |
| YTD | -8.1% | +57.7% | -65.8% | -8.1% |
| 1Y | -14.7% | -12.5% | -2.2% | -14.6% |
| 3Y | +28.6% | -65.7% | +94.3% | +29.3% |
| 5Y | +36.4% | -99.5% | +135.9% | +32.5% |
| All | +36.4% | -99.5% | +135.8% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling