-41.5%
ACHR vs KMI
+207.1%
-248.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.1% |
| 7D | +4.9% | -0.4% | +5.2% | +5.1% |
| 30D | +4.3% | +3.7% | +0.6% | +2.1% |
| 3M | +1.7% | +3.2% | -1.4% | -1.0% |
| 6M | -6.9% | -3.0% | -3.9% | -6.7% |
| YTD | -22.5% | +19.7% | -42.1% | -32.1% |
| 1Y | -31.5% | +25.6% | -57.1% | -42.2% |
| 3Y | -14.4% | +120.2% | -134.6% | -44.5% |
| 5Y | -41.6% | +160.5% | -202.1% | -62.8% |
| All | -41.5% | +207.1% | -248.6% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling