+114.8%
KMI vs AEIS
+160.8%
-46.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.7% | -1.2% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | -1.7% | -16.4% | +14.7% | -0.5% |
| 3M | -1.9% | -11.1% | +9.3% | -1.9% |
| 6M | -4.3% | -12.0% | +7.7% | -4.9% |
| YTD | +15.8% | +30.9% | -15.1% | +9.3% |
| 1Y | +17.6% | +74.3% | -56.8% | +5.8% |
| All | +114.8% | +160.8% | -46.0% | +76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling