-34.9%
KWEB vs AMIX
-82.5%
+47.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.7% | -1.4% |
| 7D | -4.3% | -6.3% | +2.0% | -4.3% |
| 30D | -13.0% | -51.9% | +38.9% | -12.8% |
| 3M | -7.6% | -44.9% | +37.3% | -6.7% |
| 6M | -21.1% | -47.9% | +26.8% | -20.3% |
| YTD | -28.2% | -62.0% | +33.8% | -26.9% |
| 1Y | -34.9% | -82.0% | +47.1% | -26.2% |
| All | -34.9% | -82.5% | +47.6% | -26.2% |
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