+26.6%
KMI vs AEE
+13.9%
+12.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -5.0% |
| 7D | -5.2% | +4.7% | -9.9% | -7.1% |
| 30D | +1.2% | +13.4% | -12.2% | -4.0% |
| 3M | +1.3% | +4.1% | -2.7% | -0.6% |
| 6M | -1.1% | +2.0% | -3.2% | -2.3% |
| YTD | +19.0% | +15.6% | +3.4% | +14.0% |
| 1Y | +26.6% | +14.1% | +12.5% | +21.9% |
| All | +26.6% | +13.9% | +12.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling