-13.5%
KR vs AMIX
-81.0%
+67.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -1.3% | -3.4% | +2.1% | -1.3% |
| 30D | +1.5% | -54.4% | +55.9% | +1.4% |
| 3M | -8.5% | -45.7% | +37.2% | -10.3% |
| 6M | -21.9% | -49.2% | +27.3% | -23.0% |
| YTD | -6.9% | -60.3% | +53.5% | -8.8% |
| All | -13.5% | -81.0% | +67.5% | -17.1% |
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