+125.6%
KMI vs APO
+1,727.7%
-1,602.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +3.7% | +3.9% | -0.2% | +2.3% |
| 3M | +3.2% | +3.8% | -0.6% | +1.4% |
| 6M | -3.0% | +22.3% | -25.3% | -9.9% |
| YTD | +19.7% | -7.8% | +27.5% | +20.3% |
| 1Y | +25.6% | -0.3% | +26.0% | +22.5% |
| 3Y | +120.2% | +57.1% | +63.1% | +79.1% |
| 5Y | +160.5% | +137.0% | +23.5% | +77.3% |
| 10Y | +134.8% | +946.8% | -812.0% | -4.0% |
| All | +125.6% | +1,727.7% | -1,602.1% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling