+651.5%
ADI vs KMI
+136.8%
+514.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.1% | +5.0% |
| 7D | +4.6% | -1.7% | +6.3% | +5.3% |
| 30D | -1.2% | -2.7% | +1.6% | -0.2% |
| 3M | -7.8% | -0.7% | -7.1% | -8.1% |
| 6M | +19.3% | -5.0% | +24.3% | +20.9% |
| YTD | +40.9% | +15.5% | +25.5% | +30.7% |
| 1Y | +54.5% | +16.4% | +38.1% | +42.3% |
| 3Y | +123.4% | +114.2% | +9.3% | +54.3% |
| 5Y | +142.3% | +153.3% | -10.9% | +53.5% |
| All | +651.5% | +136.8% | +514.7% | +353.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling