-37.5%
APH vs KMI
-5.2%
-32.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.6% | -45.2% | -47.4% |
| 7D | -48.7% | -0.4% | -48.3% | -47.9% |
| 30D | -51.9% | +0.9% | -52.8% | -50.9% |
| 3M | -43.6% | 0.0% | -43.5% | -42.3% |
| 6M | -37.5% | -5.7% | -31.8% | -35.2% |
| All | -37.5% | -5.2% | -32.3% | -35.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling