+3,514.9%
AMAT vs KMI
+107.5%
+3,407.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.6% |
| 7D | -1.5% | -0.5% | -1.0% | -1.3% |
| 30D | -14.8% | +0.9% | -15.7% | -15.3% |
| 3M | -9.3% | 0.0% | -9.2% | -9.9% |
| 6M | +27.4% | -5.7% | +33.1% | +29.1% |
| YTD | +77.6% | +17.5% | +60.1% | +63.5% |
| 1Y | +188.9% | +22.3% | +166.7% | +160.4% |
| 3Y | +202.3% | +111.9% | +90.4% | +112.0% |
| 5Y | +248.9% | +151.8% | +97.1% | +126.7% |
| 10Y | +1,585.2% | +138.7% | +1,446.6% | +968.2% |
| All | +3,514.9% | +107.5% | +3,407.4% | +2,178.4% |
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