+114.2%
KMI vs AON
-7.5%
+121.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -1.7% | -6.3% | +4.6% | -0.8% |
| 30D | -2.7% | -14.1% | +11.4% | -0.7% |
| 3M | -0.7% | -9.5% | +8.8% | +0.3% |
| 6M | -5.0% | -4.0% | -1.0% | -5.4% |
| YTD | +15.5% | -13.8% | +29.3% | +17.7% |
| 1Y | +16.4% | -18.3% | +34.7% | +20.3% |
| 3Y | +114.2% | -7.2% | +121.3% | +118.0% |
| All | +114.2% | -7.5% | +121.6% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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