+114.8%
KMI vs APA
+11.9%
+102.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -2.1% | +0.8% | -2.8% | -2.2% |
| 30D | -1.7% | +9.6% | -11.3% | -3.3% |
| 3M | -1.9% | +18.0% | -19.9% | -5.0% |
| 6M | -4.3% | +41.9% | -46.2% | -10.8% |
| YTD | +15.8% | +86.3% | -70.5% | +2.4% |
| 1Y | +17.6% | +97.9% | -80.3% | +2.3% |
| All | +114.8% | +11.9% | +102.9% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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