+1,314.2%
AAOI vs KMI
+151.4%
+1,162.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | -0.2% | -1.7% | +1.6% | +1.2% |
| 30D | -23.7% | -2.7% | -21.0% | -22.2% |
| 3M | -39.0% | -0.7% | -38.3% | -39.7% |
| 6M | -17.0% | -5.0% | -12.1% | -14.7% |
| YTD | +202.2% | +15.5% | +186.8% | +170.3% |
| 1Y | +292.4% | +16.4% | +276.0% | +245.9% |
| 3Y | +804.4% | +114.2% | +690.2% | +505.8% |
| All | +1,314.2% | +151.4% | +1,162.9% | +811.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling