-33.9%
KWEB vs AMIX
-92.3%
+58.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.0% | +7.5% | +4.5% |
| 7D | +5.8% | -25.1% | +30.9% | +5.9% |
| 30D | -1.0% | -54.5% | +53.5% | -0.7% |
| 3M | -15.8% | -91.7% | +75.9% | -15.2% |
| 6M | -14.9% | -79.4% | +64.5% | -14.5% |
| YTD | -28.6% | -86.1% | +57.5% | -28.2% |
| 1Y | -33.9% | -91.6% | +57.6% | -33.7% |
| All | -33.9% | -92.3% | +58.4% | -33.7% |
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 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