+344.6%
KR vs AMC
-97.6%
+442.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.5% |
| 7D | +0.5% | +8.4% | -7.9% | +0.4% |
| 30D | +14.9% | +9.2% | +5.8% | +14.8% |
| 3M | +25.4% | +32.0% | -6.6% | +24.8% |
| 6M | +9.3% | +149.3% | -139.9% | +7.5% |
| YTD | +13.7% | +114.1% | -100.4% | +11.8% |
| 1Y | +9.2% | +35.8% | -26.6% | +8.1% |
| 3Y | +70.1% | -58.3% | +128.4% | +69.9% |
| 5Y | +82.5% | -99.2% | +181.6% | +90.5% |
| 10Y | +155.7% | -98.8% | +254.5% | +168.9% |
| All | +344.6% | -97.6% | +442.2% | +351.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling