+1,169.4%
ADI vs KMI
+111.3%
+1,058.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.6% | -0.4% |
| 7D | +2.4% | -0.4% | +2.8% | +2.6% |
| 30D | -6.6% | +3.7% | -10.2% | -7.9% |
| 3M | -9.8% | +3.2% | -13.0% | -11.2% |
| 6M | +15.7% | -3.0% | +18.7% | +16.2% |
| YTD | +35.1% | +19.7% | +15.5% | +25.3% |
| 1Y | +47.7% | +25.6% | +22.1% | +34.1% |
| 3Y | +114.5% | +120.2% | -5.8% | +56.7% |
| 5Y | +141.2% | +160.5% | -19.2% | +64.6% |
| 10Y | +611.3% | +134.8% | +476.5% | +374.5% |
| All | +1,169.4% | +111.3% | +1,058.1% | +746.1% |
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