+134.8%
KMI vs AMBA
-5.3%
+140.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.7% |
| 7D | -0.4% | -6.4% | +6.0% | +0.3% |
| 30D | +3.7% | -26.8% | +30.5% | +7.2% |
| 3M | +3.2% | -7.6% | +10.8% | +2.6% |
| 6M | -3.0% | +21.2% | -24.2% | -7.6% |
| YTD | +19.7% | -10.4% | +30.0% | +17.6% |
| 1Y | +25.6% | -24.4% | +50.0% | +25.0% |
| 3Y | +120.2% | +6.0% | +114.2% | +101.0% |
| 5Y | +160.5% | -53.9% | +214.4% | +148.1% |
| 10Y | +134.8% | -6.2% | +141.0% | +78.7% |
| All | +134.8% | -5.3% | +140.1% | +78.7% |
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