+892.4%
APP vs KMI
+102.8%
+789.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.6% | +10.1% |
| 7D | +71.2% | -10.8% | +82.0% | +78.4% |
| 30D | +39.1% | -5.0% | +44.1% | +39.7% |
| 3M | +16.5% | -3.4% | +19.9% | +15.3% |
| 6M | -16.6% | -3.4% | -13.2% | -19.2% |
| YTD | -41.9% | +13.1% | -55.0% | -51.5% |
| 1Y | -37.0% | +19.0% | -56.1% | -49.9% |
| 3Y | +892.4% | +106.1% | +786.3% | +452.4% |
| All | +892.4% | +102.8% | +789.6% | +452.4% |
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