+136.6%
KMI vs ALHC
-62.5%
+199.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.1% |
| 7D | -6.5% | +3.9% | -10.4% | -6.7% |
| 30D | -5.1% | -3.6% | -1.4% | -5.0% |
| 3M | 0.0% | -49.4% | +49.4% | +2.1% |
| 6M | -0.9% | -59.5% | +58.6% | +1.5% |
| YTD | +15.4% | -63.2% | +78.6% | +18.4% |
| 1Y | +19.5% | -55.5% | +75.0% | +21.7% |
| 3Y | +116.3% | +23.0% | +93.3% | +106.0% |
| 5Y | +136.6% | -65.7% | +202.3% | +145.7% |
| All | +136.6% | -62.5% | +199.1% | +145.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling