+150.6%
KMI vs AEIS
+232.6%
-82.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.9% |
| 7D | -1.7% | +2.3% | -4.0% | -2.0% |
| 30D | -2.7% | -14.8% | +12.1% | -1.1% |
| 3M | -0.7% | -15.6% | +14.9% | +0.3% |
| 6M | -5.0% | -8.7% | +3.7% | -6.0% |
| YTD | +15.5% | +37.3% | -21.9% | +6.3% |
| 1Y | +16.4% | +80.3% | -63.9% | +1.3% |
| 3Y | +114.2% | +177.9% | -63.8% | +66.0% |
| All | +150.6% | +232.6% | -82.0% | +80.8% |
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