+146.4%
KMI vs AEIS
+142.3%
+4.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.2% |
| 7D | +6.5% | +11.5% | -5.0% | +5.2% |
| 30D | -3.4% | -15.8% | +12.3% | -2.0% |
| 3M | +0.4% | -33.3% | +33.7% | +4.2% |
| 6M | -0.9% | -35.2% | +34.3% | +2.1% |
| YTD | +20.5% | +5.0% | +15.5% | +13.8% |
| 1Y | +23.2% | +8.5% | +14.7% | +15.6% |
| 3Y | +121.6% | +152.9% | -31.3% | +70.6% |
| All | +146.4% | +142.3% | +4.1% | +84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling