+5.4%
KWEB vs AMIX
-100.0%
+105.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.4% | +5.2% | -3.2% |
| 7D | -7.5% | -10.9% | +3.4% | -7.4% |
| 30D | -7.3% | -55.0% | +47.7% | -7.1% |
| 3M | -16.8% | -82.0% | +65.2% | -16.4% |
| 6M | -21.4% | -80.4% | +59.0% | -21.6% |
| YTD | -32.7% | -88.3% | +55.6% | -32.7% |
| 1Y | -38.2% | -92.4% | +54.2% | -38.1% |
| All | +5.4% | -100.0% | +105.4% | +2.1% |
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