-2.0%
KVUE vs AMIX
-99.9%
+97.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.9% |
| 7D | -1.9% | -3.4% | +1.5% | -1.9% |
| 30D | -3.3% | -54.4% | +51.1% | -3.0% |
| 3M | +6.0% | -45.7% | +51.7% | +4.4% |
| 6M | +2.3% | -49.2% | +51.5% | +0.8% |
| YTD | +10.3% | -60.3% | +70.7% | +8.6% |
| 1Y | +4.6% | -81.4% | +85.9% | +2.9% |
| All | -2.0% | -99.9% | +97.8% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling