+1,290.9%
ADI vs KMI
+112.8%
+1,178.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | +9.5% | +6.5% | +2.9% | +7.0% |
| 30D | -1.4% | -3.4% | +2.1% | -0.1% |
| 3M | +4.7% | +0.4% | +4.3% | +4.5% |
| 6M | -7.4% | -0.9% | -6.5% | -7.6% |
| YTD | +48.1% | +20.5% | +27.6% | +36.9% |
| 1Y | +69.6% | +23.2% | +46.5% | +55.4% |
| 3Y | +144.4% | +121.6% | +22.7% | +78.3% |
| 5Y | +134.1% | +149.1% | -15.0% | +62.6% |
| 10Y | +632.8% | +158.3% | +474.5% | +377.0% |
| All | +1,290.9% | +112.8% | +1,178.1% | +824.9% |
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