+448.7%
AXP vs KMI
+149.4%
+299.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -0.8% |
| 7D | +0.6% | -10.8% | +11.3% | +7.4% |
| 30D | +5.8% | -5.0% | +10.8% | +8.5% |
| 3M | -6.0% | -3.4% | -2.6% | -4.9% |
| 6M | +0.3% | -3.4% | +3.7% | +0.7% |
| YTD | -12.3% | +13.1% | -25.4% | -21.0% |
| 1Y | -11.2% | +19.0% | -30.3% | -22.8% |
| 3Y | +117.0% | +106.1% | +10.9% | +29.0% |
| 5Y | +93.2% | +130.1% | -36.9% | +4.8% |
| All | +448.7% | +149.4% | +299.3% | +158.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling