+108.5%
AMD vs KMI
+19.5%
+89.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +2.0% | +11.2% | +13.1% |
| 7D | +8.9% | -6.5% | +15.5% | +8.6% |
| 30D | -16.4% | -5.1% | -11.3% | -16.2% |
| 3M | +5.2% | 0.0% | +5.2% | +6.6% |
| 6M | +11.7% | -0.9% | +12.6% | +11.3% |
| YTD | +137.5% | +15.4% | +122.1% | +107.1% |
| All | +108.5% | +19.5% | +89.0% | +80.6% |
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