+16.4%
APH vs KMI
+26.0%
-9.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.0% | -6.9% |
| 7D | -2.4% | -5.2% | +2.8% | -3.5% |
| 30D | -9.5% | +1.2% | -10.7% | -8.8% |
| 3M | -7.6% | +1.3% | -9.0% | -6.9% |
| 6M | +12.4% | -1.1% | +13.5% | +12.6% |
| YTD | +17.5% | +19.0% | -1.5% | +18.9% |
| 1Y | +16.4% | +26.6% | -10.2% | +16.7% |
| All | +16.4% | +26.0% | -9.6% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling