+119.0%
KMI vs AVAV
+24.2%
+94.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.6% |
| 7D | -0.5% | -2.2% | +1.7% | -0.4% |
| 30D | +0.9% | -13.9% | +14.8% | +1.4% |
| 3M | 0.0% | -29.2% | +29.2% | +1.2% |
| 6M | -5.7% | -36.1% | +30.4% | -4.1% |
| YTD | +17.5% | -40.2% | +57.7% | +18.7% |
| 1Y | +22.3% | -36.2% | +58.5% | +22.0% |
| All | +119.0% | +24.2% | +94.8% | +92.5% |
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