+2,845.8%
AMAT vs KMI
+103.8%
+2,742.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.0% | +9.3% | +10.5% |
| 7D | -1.1% | -6.5% | +5.5% | +2.0% |
| 30D | -26.9% | -5.1% | -21.8% | -25.3% |
| 3M | -31.2% | 0.0% | -31.2% | -31.3% |
| 6M | -14.7% | -0.9% | -13.8% | -15.1% |
| YTD | +44.7% | +15.4% | +29.3% | +34.3% |
| 1Y | +62.0% | +19.5% | +42.5% | +47.8% |
| 3Y | +165.0% | +116.3% | +48.7% | +84.4% |
| 5Y | +147.1% | +136.6% | +10.5% | +65.1% |
| 10Y | +1,315.3% | +139.6% | +1,175.7% | +798.8% |
| All | +2,845.8% | +103.8% | +2,742.0% | +1,771.0% |
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 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