+1,041.3%
APH vs KMI
+133.3%
+908.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -2.0% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | -3.3% | +3.7% | -7.0% | -4.9% |
| 3M | +14.0% | +3.2% | +10.9% | +12.1% |
| 6M | +24.4% | -3.0% | +27.4% | +24.8% |
| YTD | +21.4% | +19.7% | +1.8% | +11.2% |
| 1Y | +48.9% | +25.6% | +23.3% | +33.1% |
| 3Y | +290.1% | +120.2% | +169.9% | +175.9% |
| 5Y | +352.8% | +160.5% | +192.3% | +195.9% |
| 10Y | +1,041.3% | +134.8% | +906.5% | +633.5% |
| All | +1,041.3% | +133.3% | +908.0% | +633.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling