+155.6%
KMI vs AMBA
+7.9%
+147.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.9% |
| 7D | +0.2% | +2.6% | -2.4% | -0.1% |
| 30D | -3.7% | -3.6% | -0.1% | -3.4% |
| 3M | +1.2% | -24.6% | +25.9% | +4.0% |
| 6M | -0.3% | -21.6% | +21.4% | +0.1% |
| YTD | +19.2% | -11.8% | +31.0% | +17.1% |
| 1Y | +21.7% | -33.2% | +54.9% | +23.1% |
| 3Y | +120.4% | +24.5% | +95.9% | +96.3% |
| 5Y | +144.9% | -67.7% | +212.6% | +149.1% |
| 10Y | +155.6% | +4.7% | +150.8% | +87.2% |
| All | +155.6% | +7.9% | +147.7% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling