+154.3%
KMI vs AMT
+136.5%
+17.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | +6.5% | +1.5% | +5.0% | +6.1% |
| 30D | -3.4% | +6.8% | -10.3% | -5.3% |
| 3M | +0.4% | +11.2% | -10.8% | -2.9% |
| 6M | -0.9% | +12.5% | -13.4% | -4.9% |
| YTD | +20.5% | +12.5% | +8.0% | +15.2% |
| 1Y | +23.2% | +10.1% | +13.1% | +18.5% |
| 3Y | +121.6% | +16.0% | +105.6% | +103.6% |
| 5Y | +149.1% | -17.2% | +166.2% | +152.4% |
| All | +154.3% | +136.5% | +17.9% | +107.8% |
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