+500.0%
APP vs KMI
+145.9%
+354.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.6% | +10.2% |
| 7D | +71.2% | -10.8% | +82.0% | +78.8% |
| 30D | +39.1% | -5.0% | +44.1% | +40.3% |
| 3M | +16.5% | -3.4% | +19.9% | +15.9% |
| 6M | -16.6% | -3.4% | -13.2% | -18.3% |
| YTD | -41.9% | +13.1% | -55.0% | -49.1% |
| 1Y | -37.0% | +19.0% | -56.1% | -46.7% |
| 3Y | +892.4% | +106.1% | +786.3% | +550.3% |
| 5Y | +297.3% | +130.1% | +167.2% | +157.0% |
| All | +500.0% | +145.9% | +354.1% | +271.4% |
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 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