+116.3%
KMI vs AVAV
+2.7%
+113.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.6% | -10.6% | +1.5% |
| 7D | -6.5% | +3.2% | -9.7% | -6.7% |
| 30D | -5.1% | -7.4% | +2.3% | -4.9% |
| 3M | 0.0% | -32.0% | +32.0% | +1.1% |
| 6M | -0.9% | -24.6% | +23.7% | -0.5% |
| YTD | +15.4% | -47.5% | +62.9% | +16.9% |
| 1Y | +19.5% | -61.5% | +81.0% | +23.6% |
| 3Y | +116.3% | +5.5% | +110.8% | +102.2% |
| All | +116.3% | +2.7% | +113.6% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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