-44.0%
ACHR vs KMI
+151.2%
-195.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | 0.0% |
| 7D | -5.4% | -2.1% | -3.3% | -4.1% |
| 30D | -19.7% | -1.7% | -18.1% | -19.1% |
| 3M | +7.9% | -1.9% | +9.8% | +8.1% |
| 6M | -13.8% | -4.3% | -9.4% | -13.0% |
| YTD | -27.5% | +15.8% | -43.3% | -36.7% |
| 1Y | -33.9% | +17.6% | -51.5% | -43.3% |
| 3Y | -20.0% | +113.1% | -133.1% | -52.5% |
| 5Y | -44.0% | +154.0% | -198.0% | -67.8% |
| All | -44.0% | +151.2% | -195.1% | -67.8% |
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