+106.1%
KMI vs AMBA
+16.7%
+89.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -1.0% |
| 7D | -10.8% | -7.2% | -3.5% | -10.5% |
| 30D | -5.0% | -10.4% | +5.4% | -4.6% |
| 3M | -3.4% | -30.1% | +26.8% | -2.0% |
| 6M | -3.4% | -22.4% | +19.0% | -3.2% |
| YTD | +13.1% | -17.3% | +30.4% | +12.4% |
| 1Y | +19.0% | -35.4% | +54.4% | +20.3% |
| 3Y | +106.1% | +18.6% | +87.5% | +85.7% |
| All | +106.1% | +16.7% | +89.4% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling