+95.5%
AMD vs KMI
+26.0%
+69.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +0.5% |
| 7D | -15.5% | -5.2% | -10.3% | -16.0% |
| 30D | -22.6% | +1.2% | -23.9% | -22.2% |
| 3M | -5.7% | +1.3% | -7.1% | -5.1% |
| 6M | +43.1% | -1.1% | +44.3% | +42.9% |
| YTD | +128.2% | +19.0% | +109.2% | +99.6% |
| 1Y | +95.5% | +26.6% | +68.9% | +58.2% |
| All | +95.5% | +26.0% | +69.5% | +58.2% |
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