-19.9%
ACHR vs KMI
+111.5%
-131.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -2.3% | -1.7% | -0.6% | -1.1% |
| 30D | -11.3% | -2.7% | -8.5% | -9.8% |
| 3M | +5.3% | -0.7% | +6.0% | +4.4% |
| 6M | -13.2% | -5.0% | -8.3% | -11.9% |
| YTD | -25.8% | +15.5% | -41.3% | -37.2% |
| 1Y | -34.3% | +16.4% | -50.7% | -45.2% |
| 3Y | -19.9% | +114.2% | -134.1% | -63.2% |
| All | -19.9% | +111.5% | -131.4% | -63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling