+58.5%
AMAT vs KMI
+19.5%
+39.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.0% | +9.3% | +11.5% |
| 7D | -1.1% | -6.5% | +5.5% | -2.5% |
| 30D | -26.9% | -5.1% | -21.8% | -27.5% |
| 3M | -31.2% | 0.0% | -31.2% | -30.4% |
| 6M | -14.7% | -0.9% | -13.8% | -14.7% |
| YTD | +44.7% | +15.4% | +29.3% | +54.6% |
| All | +58.5% | +19.5% | +39.0% | +70.5% |
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