+65.9%
KMI vs AMC
-97.7%
+163.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -0.8% |
| 7D | -10.8% | +2.6% | -13.4% | -10.8% |
| 30D | -5.0% | +9.0% | -14.0% | -5.3% |
| 3M | -3.4% | +22.2% | -25.5% | -4.0% |
| 6M | -3.4% | +91.5% | -94.9% | -5.7% |
| YTD | +13.1% | +101.3% | -88.2% | +9.9% |
| 1Y | +19.0% | +20.8% | -1.7% | +17.3% |
| 3Y | +106.1% | -71.3% | +177.5% | +107.7% |
| 5Y | +130.1% | -99.2% | +229.3% | +146.3% |
| 10Y | +151.9% | -98.7% | +250.6% | +147.5% |
| All | +65.9% | -97.7% | +163.6% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling