+56.6%
KR vs AMIX
-99.9%
+156.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -8.0% | +0.9% |
| 7D | +2.7% | +11.4% | -8.8% | +2.7% |
| 30D | +11.3% | -40.5% | +51.8% | +11.2% |
| 3M | +22.3% | -80.1% | +102.4% | +21.9% |
| 6M | +5.8% | -74.8% | +80.6% | +6.1% |
| YTD | +11.7% | -84.0% | +95.7% | +11.8% |
| 1Y | +8.9% | -89.7% | +98.6% | +8.8% |
| All | +56.6% | -99.9% | +156.5% | +51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling