+28.8%
KR vs AMIX
-99.9%
+128.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -3.1% | +1.6% | -4.6% | -3.1% |
| 30D | +0.6% | -50.8% | +51.4% | +0.5% |
| 3M | -9.8% | -46.3% | +36.5% | -9.5% |
| 6M | -22.1% | -49.9% | +27.7% | -21.8% |
| YTD | -8.1% | -60.4% | +52.3% | -7.8% |
| 1Y | -14.7% | -81.7% | +67.1% | -14.6% |
| All | +28.8% | -99.9% | +128.7% | +24.7% |
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 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