+129.5%
KMI vs APO
+945.2%
-815.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -1.7% | -3.5% | +1.8% | -0.7% |
| 30D | -2.7% | -6.6% | +3.8% | -0.9% |
| 3M | -0.7% | -3.3% | +2.6% | -0.3% |
| 6M | -5.0% | +22.6% | -27.6% | -12.0% |
| YTD | +15.5% | -9.8% | +25.2% | +16.9% |
| 1Y | +16.4% | -3.9% | +20.3% | +14.7% |
| 3Y | +114.2% | +52.5% | +61.7% | +73.3% |
| 5Y | +153.3% | +134.0% | +19.2% | +67.1% |
| All | +129.5% | +945.2% | -815.7% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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