+11.9%
APH vs KMI
+21.9%
-10.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -3.0% | -0.8% |
| 7D | -5.0% | -5.1% | +0.1% | -6.1% |
| 30D | -8.4% | -3.1% | -5.2% | -8.8% |
| 3M | -4.5% | +0.2% | -4.7% | -4.0% |
| 6M | +25.3% | +1.1% | +24.2% | +25.7% |
| YTD | +18.9% | +17.7% | +1.2% | +21.5% |
| 1Y | +11.9% | +19.6% | -7.7% | +14.4% |
| All | +11.9% | +21.9% | -10.0% | +14.4% |
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