+8,077.9%
AMD vs KMI
+142.5%
+7,935.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.1% | +10.6% | +13.0% |
| 7D | +6.5% | -5.1% | +11.6% | +9.2% |
| 30D | -15.3% | -3.1% | -12.1% | -13.9% |
| 3M | +9.7% | +0.2% | +9.5% | +9.8% |
| 6M | +13.2% | +1.1% | +12.1% | +11.9% |
| YTD | +140.6% | +17.7% | +122.8% | +120.9% |
| 1Y | +111.2% | +19.6% | +91.6% | +92.4% |
| 3Y | +334.4% | +117.6% | +216.8% | +200.3% |
| 5Y | +268.3% | +143.1% | +125.2% | +143.3% |
| 10Y | +8,077.9% | +142.0% | +7,935.9% | +4,880.4% |
| All | +8,077.9% | +142.5% | +7,935.4% | +4,880.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling