+2,232.2%
APH vs KMI
+99.7%
+2,132.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.4% |
| 7D | -5.9% | -10.8% | +4.8% | -2.0% |
| 30D | -14.8% | -5.0% | -9.8% | -13.3% |
| 3M | -12.4% | -3.4% | -9.1% | -11.6% |
| 6M | +8.1% | -3.4% | +11.5% | +8.5% |
| YTD | +10.9% | +13.1% | -2.1% | +4.8% |
| 1Y | +8.8% | +19.0% | -10.3% | +0.7% |
| 3Y | +262.1% | +106.1% | +155.9% | +175.2% |
| 5Y | +283.1% | +130.1% | +153.1% | +178.4% |
| 10Y | +908.1% | +151.9% | +756.2% | +580.1% |
| All | +2,232.2% | +99.7% | +2,132.5% | +1,374.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling