+5,323.2%
AMD vs KMI
+99.7%
+5,223.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.4% |
| 7D | -11.0% | -10.8% | -0.3% | -6.2% |
| 30D | -30.5% | -5.0% | -25.5% | -28.9% |
| 3M | -8.2% | -3.4% | -4.9% | -6.9% |
| 6M | +6.6% | -3.4% | +10.0% | +7.3% |
| YTD | +109.7% | +13.1% | +96.6% | +95.4% |
| 1Y | +88.9% | +19.0% | +69.9% | +71.9% |
| 3Y | +301.8% | +106.1% | +195.7% | +181.4% |
| 5Y | +229.4% | +130.1% | +99.3% | +119.3% |
| 10Y | +6,745.1% | +151.9% | +6,593.2% | +4,006.2% |
| All | +5,323.2% | +99.7% | +5,223.5% | +2,905.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling