+16.4%
KMI vs ALHC
-19.9%
+36.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.3% |
| 7D | -1.7% | -6.9% | +5.1% | -1.6% |
| 30D | -2.7% | -6.7% | +4.0% | -2.7% |
| 3M | -0.7% | -37.7% | +37.0% | -0.3% |
| 6M | -5.0% | -30.0% | +25.0% | -4.7% |
| YTD | +15.5% | -36.2% | +51.6% | +15.8% |
| 1Y | +16.4% | -22.9% | +39.3% | +16.7% |
| All | +16.4% | -19.9% | +36.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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