-5.2%
KVUE vs AMIX
-99.9%
+94.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.3% | +0.2% |
| 7D | -6.1% | -6.3% | +0.2% | -6.1% |
| 30D | -5.6% | -51.9% | +46.3% | -5.3% |
| 3M | -0.3% | -44.9% | +44.6% | -1.8% |
| 6M | +1.4% | -47.9% | +49.3% | -0.2% |
| YTD | +6.7% | -62.0% | +68.8% | +5.1% |
| 1Y | +1.0% | -82.0% | +83.0% | -0.6% |
| All | -5.2% | -99.9% | +94.7% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling