+100.9%
AAOI vs KMI
+26.0%
+74.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -5.4% |
| 7D | -27.9% | -5.2% | -22.7% | -26.0% |
| 30D | -51.2% | +1.2% | -52.5% | -51.8% |
| 3M | -55.0% | +1.3% | -56.3% | -55.4% |
| 6M | -65.7% | -1.1% | -64.6% | -66.2% |
| YTD | +70.0% | +19.0% | +51.0% | +75.4% |
| 1Y | +100.9% | +26.6% | +74.3% | +92.6% |
| All | +100.9% | +26.0% | +74.9% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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