-11.7%
KR vs AMIX
-81.0%
+69.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.1% | +0.1% |
| 7D | +1.5% | -13.7% | +15.2% | +1.5% |
| 30D | +4.1% | -62.1% | +66.1% | +3.9% |
| 3M | -5.2% | -46.2% | +40.9% | -7.1% |
| 6M | -12.8% | -46.4% | +33.7% | -13.9% |
| YTD | -4.6% | -60.3% | +55.7% | -6.5% |
| 1Y | -11.7% | -79.7% | +68.0% | -14.7% |
| All | -11.7% | -81.0% | +69.3% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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