+355.9%
APH vs KMI
+152.8%
+203.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | -0.5% | +5.5% | +5.1% |
| 30D | -3.9% | +0.9% | -4.8% | -4.4% |
| 3M | +13.0% | 0.0% | +13.0% | +12.4% |
| 6M | +25.2% | -5.7% | +30.9% | +27.0% |
| YTD | +22.9% | +17.5% | +5.5% | +12.7% |
| 1Y | +47.8% | +22.3% | +25.6% | +32.4% |
| 3Y | +283.0% | +111.9% | +171.1% | +170.8% |
| All | +355.9% | +152.8% | +203.2% | +189.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling