+20.5%
AMD vs KMI
+1.6%
+18.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.2% |
| 7D | +13.1% | +0.2% | +12.9% | +12.7% |
| 30D | -7.0% | -3.7% | -3.3% | -7.9% |
| 3M | +16.6% | +1.2% | +15.3% | +17.8% |
| 6M | +20.5% | -0.3% | +20.8% | +21.8% |
| All | +20.5% | +1.6% | +18.9% | +21.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling