+142.0%
KMI vs AMT
+125.6%
+16.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -5.1% | +1.6% | -6.8% | -5.6% |
| 30D | -3.1% | +4.5% | -7.6% | -4.4% |
| 3M | +0.2% | +13.8% | -13.5% | -3.7% |
| 6M | +1.1% | +10.0% | -8.9% | -2.3% |
| YTD | +17.7% | +11.8% | +6.0% | +12.8% |
| 1Y | +19.6% | +10.2% | +9.4% | +15.0% |
| 3Y | +117.6% | +15.1% | +102.4% | +100.4% |
| 5Y | +143.1% | -18.8% | +161.9% | +148.0% |
| 10Y | +142.0% | +133.7% | +8.4% | +101.1% |
| All | +142.0% | +125.6% | +16.5% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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