+136.6%
KMI vs AVAV
+34.3%
+102.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.6% | -10.6% | +1.2% |
| 7D | -6.5% | +3.2% | -9.7% | -6.8% |
| 30D | -5.1% | -7.4% | +2.3% | -4.8% |
| 3M | 0.0% | -32.0% | +32.0% | +2.0% |
| 6M | -0.9% | -24.6% | +23.7% | -0.2% |
| YTD | +15.4% | -47.5% | +62.9% | +17.9% |
| 1Y | +19.5% | -61.5% | +81.0% | +25.3% |
| 3Y | +116.3% | +5.5% | +110.8% | +99.5% |
| 5Y | +136.6% | +35.7% | +100.8% | +102.5% |
| All | +136.6% | +34.3% | +102.3% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling