+262.1%
APH vs KMI
+102.8%
+159.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | -5.9% | -10.8% | +4.8% | -2.7% |
| 30D | -14.8% | -5.0% | -9.8% | -13.4% |
| 3M | -12.4% | -3.4% | -9.1% | -11.7% |
| 6M | +8.1% | -3.4% | +11.5% | +8.2% |
| YTD | +10.9% | +13.1% | -2.1% | +2.8% |
| 1Y | +8.8% | +19.0% | -10.3% | -1.9% |
| 3Y | +262.1% | +106.1% | +155.9% | +184.4% |
| All | +262.1% | +102.8% | +159.2% | +184.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling