+199.0%
AMD vs KMI
+128.7%
+70.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.4% |
| 7D | -11.0% | -10.8% | -0.3% | -6.1% |
| 30D | -30.5% | -5.0% | -25.5% | -28.8% |
| 3M | -8.2% | -3.4% | -4.9% | -6.8% |
| 6M | +6.6% | -3.4% | +10.0% | +7.1% |
| YTD | +109.7% | +13.1% | +96.6% | +91.5% |
| 1Y | +88.9% | +19.0% | +69.9% | +67.5% |
| 3Y | +301.8% | +106.1% | +195.7% | +154.9% |
| All | +199.0% | +128.7% | +70.3% | +74.6% |
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 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