-56.9%
ACHR vs KMI
+26.0%
-82.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | -0.9% |
| 7D | -5.1% | -5.2% | +0.2% | -5.8% |
| 30D | -12.7% | +1.2% | -14.0% | -12.6% |
| 3M | -22.4% | +1.3% | -23.7% | -22.4% |
| 6M | -28.6% | -1.1% | -27.4% | -28.4% |
| YTD | -45.2% | +19.0% | -64.2% | -49.7% |
| 1Y | -56.9% | +26.6% | -83.5% | -62.2% |
| All | -56.9% | +26.0% | -82.9% | -62.2% |
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