+114.2%
KMI vs AMP
+66.7%
+47.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -1.7% | -0.5% | -1.2% | -1.6% |
| 30D | -2.7% | -1.3% | -1.4% | -2.5% |
| 3M | -0.7% | +24.2% | -24.9% | -6.3% |
| 6M | -5.0% | +24.6% | -29.5% | -10.7% |
| YTD | +15.5% | +14.8% | +0.6% | +10.4% |
| 1Y | +16.4% | +12.8% | +3.6% | +11.9% |
| 3Y | +114.2% | +69.0% | +45.2% | +74.8% |
| All | +114.2% | +66.7% | +47.5% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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