+5,667.8%
AMD vs KMI
+107.5%
+5,560.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.0% |
| 7D | +2.6% | -0.5% | +3.1% | +2.8% |
| 30D | -0.9% | +0.9% | -1.8% | -1.4% |
| 3M | -8.7% | 0.0% | -8.7% | -9.2% |
| 6M | +136.3% | -5.7% | +142.0% | +139.6% |
| YTD | +123.0% | +17.5% | +105.5% | +104.3% |
| 1Y | +195.2% | +22.3% | +172.9% | +164.5% |
| 3Y | +336.3% | +111.9% | +224.4% | +201.5% |
| 5Y | +334.5% | +151.8% | +182.6% | +177.0% |
| 10Y | +6,259.1% | +138.7% | +6,120.5% | +3,810.7% |
| All | +5,667.8% | +107.5% | +5,560.3% | +3,041.7% |
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