+54.5%
ADI vs KMI
+17.6%
+36.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.1% | +4.8% |
| 7D | +4.6% | -1.7% | +6.3% | +4.5% |
| 30D | -1.2% | -2.7% | +1.6% | -1.3% |
| 3M | -7.8% | -0.7% | -7.1% | -8.0% |
| 6M | +19.3% | -5.0% | +24.3% | +19.0% |
| YTD | +40.9% | +15.5% | +25.5% | +39.9% |
| 1Y | +54.5% | +16.4% | +38.1% | +51.8% |
| All | +54.5% | +17.6% | +36.9% | +51.8% |
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 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