+146.4%
KMI vs APO
+81.1%
+65.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | +6.5% | +5.8% | +0.8% | +5.4% |
| 30D | -3.4% | +8.9% | -12.3% | -5.3% |
| 3M | +0.4% | -13.6% | +14.0% | +3.1% |
| 6M | -0.9% | -5.4% | +4.5% | -0.5% |
| YTD | +20.5% | -13.6% | +34.1% | +22.9% |
| 1Y | +23.2% | -2.5% | +25.7% | +21.7% |
| 3Y | +121.6% | +50.9% | +70.8% | +91.0% |
| All | +146.4% | +81.1% | +65.3% | +92.2% |
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