+131.6%
KMI vs AMT
-20.2%
+151.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.2% |
| 7D | -10.8% | +0.5% | -11.3% | -10.9% |
| 30D | -5.0% | +13.6% | -18.6% | -7.5% |
| 3M | -3.4% | +11.5% | -14.8% | -5.7% |
| 6M | -3.4% | +6.9% | -10.3% | -5.1% |
| YTD | +13.1% | +10.8% | +2.3% | +10.0% |
| 1Y | +19.0% | +10.3% | +8.7% | +15.9% |
| 3Y | +106.1% | +12.4% | +93.7% | +94.5% |
| All | +131.6% | -20.2% | +151.8% | +130.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling