+26.6%
KMI vs AEIS
+6.2%
+20.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.1% | +7.0% | -3.9% |
| 7D | -5.2% | -12.7% | +7.4% | -5.1% |
| 30D | +1.2% | -28.8% | +30.1% | +1.6% |
| 3M | +1.3% | -38.0% | +39.3% | +1.5% |
| 6M | -1.1% | -45.3% | +44.2% | -0.5% |
| YTD | +19.0% | +1.1% | +17.8% | +18.1% |
| 1Y | +26.6% | +8.6% | +18.0% | +25.3% |
| All | +26.6% | +6.2% | +20.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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