+154.0%
KMI vs APO
+128.1%
+25.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -1.0% |
| 7D | -2.1% | -4.9% | +2.8% | -1.1% |
| 30D | -1.7% | -8.4% | +6.7% | 0.0% |
| 3M | -1.9% | -2.1% | +0.2% | -1.9% |
| 6M | -4.3% | +19.2% | -23.6% | -8.7% |
| YTD | +15.8% | -10.5% | +26.3% | +17.5% |
| 1Y | +17.6% | -2.7% | +20.3% | +16.3% |
| 3Y | +113.1% | +52.5% | +60.6% | +84.5% |
| 5Y | +154.0% | +132.1% | +21.9% | +86.2% |
| All | +154.0% | +128.1% | +25.9% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling