+1,109.2%
APH vs KMI
+107.5%
+1,001.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.6% | -45.2% | -46.9% |
| 7D | -48.7% | -0.4% | -48.3% | -48.2% |
| 30D | -51.9% | +0.9% | -52.8% | -51.8% |
| 3M | -43.6% | 0.0% | -43.5% | -43.3% |
| 6M | -37.5% | -5.7% | -31.8% | -36.2% |
| YTD | -38.6% | +17.5% | -56.1% | -42.3% |
| 1Y | -26.3% | +22.3% | -48.6% | -31.9% |
| 3Y | +89.2% | +111.9% | -22.7% | +43.6% |
| 5Y | +119.8% | +151.8% | -32.0% | +56.0% |
| 10Y | +454.3% | +138.7% | +315.6% | +281.8% |
| All | +1,109.2% | +107.5% | +1,001.7% | +661.3% |
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