+154.3%
KMI vs AMC
-98.8%
+253.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.2% |
| 7D | +6.5% | +3.5% | +3.0% | +6.5% |
| 30D | -3.4% | +12.5% | -15.9% | -3.7% |
| 3M | +0.4% | +23.6% | -23.2% | -0.2% |
| 6M | -0.9% | +144.4% | -145.3% | -3.6% |
| YTD | +20.5% | +108.3% | -87.8% | +17.4% |
| 1Y | +23.2% | +38.9% | -15.7% | +21.2% |
| 3Y | +121.6% | -58.9% | +180.5% | +121.2% |
| 5Y | +149.1% | -99.2% | +248.3% | +163.5% |
| All | +154.3% | -98.8% | +253.1% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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