+6,577.5%
AMD vs KMI
+110.6%
+6,467.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +6.7% |
| 7D | +13.1% | +0.2% | +12.9% | +13.5% |
| 30D | -7.0% | -3.7% | -3.3% | -5.2% |
| 3M | +16.6% | +1.2% | +15.3% | +16.0% |
| 6M | +20.5% | -0.3% | +20.8% | +19.8% |
| YTD | +158.2% | +19.2% | +138.9% | +135.3% |
| 1Y | +132.8% | +21.7% | +111.1% | +110.1% |
| 3Y | +366.2% | +120.4% | +245.8% | +217.2% |
| 5Y | +278.7% | +144.9% | +133.8% | +145.6% |
| 10Y | +8,164.6% | +155.6% | +8,009.0% | +4,852.3% |
| All | +6,577.5% | +110.6% | +6,467.0% | +3,519.0% |
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