+150.6%
KMI vs AON
+6.4%
+144.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | -1.7% | -6.3% | +4.6% | -0.4% |
| 30D | -2.7% | -14.1% | +11.4% | +0.2% |
| 3M | -0.7% | -9.5% | +8.8% | +0.8% |
| 6M | -5.0% | -4.0% | -1.0% | -5.2% |
| YTD | +15.5% | -13.8% | +29.3% | +18.2% |
| 1Y | +16.4% | -18.3% | +34.7% | +20.9% |
| 3Y | +114.2% | -7.2% | +121.3% | +113.9% |
| All | +150.6% | +6.4% | +144.2% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling