+139.6%
KMI vs AMC
-98.6%
+238.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.2% | +1.8% |
| 7D | -6.5% | +6.6% | -13.1% | -6.7% |
| 30D | -5.1% | +14.1% | -19.2% | -5.4% |
| 3M | 0.0% | +31.3% | -31.3% | -0.8% |
| 6M | -0.9% | +126.7% | -127.6% | -3.4% |
| YTD | +15.4% | +117.9% | -102.6% | +12.4% |
| 1Y | +19.5% | +41.1% | -21.6% | +17.5% |
| 3Y | +116.3% | -61.0% | +177.3% | +116.1% |
| 5Y | +136.6% | -99.1% | +235.7% | +150.0% |
| 10Y | +139.6% | -98.7% | +238.3% | +108.2% |
| All | +139.6% | -98.6% | +238.2% | +108.2% |
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