+136.6%
KMI vs AMT
+96.3%
+40.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.8% | +1.5% | -3.2% | -2.2% |
| 30D | +0.1% | +3.7% | -3.7% | -1.0% |
| 3M | +1.2% | -7.2% | +8.4% | +3.0% |
| 6M | -3.9% | -4.2% | +0.2% | -3.3% |
| YTD | +17.5% | +1.9% | +15.6% | +15.9% |
| 1Y | +22.6% | -6.4% | +29.0% | +23.8% |
| 3Y | +116.3% | +7.7% | +108.6% | +103.0% |
| 5Y | +157.6% | -30.9% | +188.5% | +176.8% |
| 10Y | +136.6% | +105.4% | +31.2% | +101.6% |
| All | +136.6% | +96.3% | +40.3% | +101.6% |
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