+376.3%
AMD vs KMI
+158.6%
+217.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.8% | +4.1% | +5.1% |
| 7D | +10.0% | -0.4% | +10.4% | +10.2% |
| 30D | +4.6% | +3.7% | +1.0% | +3.0% |
| 3M | +3.1% | +3.2% | 0.0% | +1.2% |
| 6M | +162.8% | -3.0% | +165.8% | +163.4% |
| YTD | +136.2% | +19.7% | +116.5% | +111.4% |
| 1Y | +234.0% | +25.6% | +208.4% | +189.6% |
| 3Y | +376.7% | +120.2% | +256.5% | +203.0% |
| 5Y | +376.3% | +160.5% | +215.9% | +175.3% |
| All | +376.3% | +158.6% | +217.8% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling