+22.9%
KRE vs AMIX
-91.4%
+114.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.3% | -16.0% | +16.3% | +0.3% |
| 30D | +4.8% | -55.4% | +60.2% | +4.9% |
| 3M | -5.1% | -87.5% | +82.4% | -4.9% |
| 6M | +3.3% | -81.2% | +84.5% | +1.6% |
| YTD | +13.3% | -86.8% | +100.2% | +9.5% |
| 1Y | +22.9% | -91.6% | +114.5% | +17.0% |
| All | +22.9% | -91.4% | +114.2% | +17.0% |
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