+79.3%
ADI vs KMI
+26.0%
+53.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -3.4% |
| 7D | -5.1% | -5.2% | +0.1% | -5.4% |
| 30D | -3.1% | +1.2% | -4.3% | -2.7% |
| 3M | +7.1% | +1.3% | +5.8% | +7.6% |
| 6M | +2.9% | -1.1% | +4.1% | +3.1% |
| YTD | +51.1% | +19.0% | +32.2% | +56.8% |
| 1Y | +79.3% | +26.6% | +52.7% | +88.2% |
| All | +79.3% | +26.0% | +53.3% | +88.2% |
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