+268.6%
ARM vs KMI
+122.7%
+145.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.5% |
| 7D | +9.1% | +6.5% | +2.6% | +7.2% |
| 30D | -19.9% | -3.4% | -16.5% | -19.2% |
| 3M | -31.6% | +0.4% | -32.0% | -31.8% |
| 6M | -13.9% | -0.9% | -12.9% | -14.4% |
| YTD | +74.3% | +20.5% | +53.8% | +55.4% |
| 1Y | +35.8% | +23.2% | +12.6% | +19.4% |
| 3Y | +268.6% | +121.6% | +147.0% | +195.7% |
| All | +268.6% | +122.7% | +145.9% | +195.7% |
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