+476.6%
AXTI vs KMI
+104.5%
+372.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -5.4% |
| 7D | +15.1% | -2.1% | +17.2% | +16.3% |
| 30D | -12.3% | -1.7% | -10.6% | -11.7% |
| 3M | -24.1% | -1.9% | -22.3% | -24.2% |
| 6M | +46.0% | -4.3% | +50.4% | +49.1% |
| YTD | +295.7% | +15.8% | +279.9% | +267.6% |
| 1Y | +1,825.6% | +17.6% | +1,808.0% | +1,670.1% |
| 3Y | +2,630.0% | +113.1% | +2,516.8% | +1,774.7% |
| 5Y | +601.0% | +154.0% | +447.0% | +339.8% |
| 10Y | +1,459.0% | +133.1% | +1,325.9% | +860.5% |
| All | +476.6% | +104.5% | +372.1% | +207.1% |
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 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