+22.3%
KMI vs AZO
-28.9%
+51.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -0.5% | +0.7% | -1.2% | -0.6% |
| 30D | +0.9% | -2.7% | +3.6% | +1.2% |
| 3M | 0.0% | -3.2% | +3.2% | +0.2% |
| 6M | -5.7% | -19.7% | +14.0% | -3.1% |
| YTD | +17.5% | -12.0% | +29.5% | +18.3% |
| 1Y | +22.3% | -29.5% | +51.8% | +30.4% |
| All | +22.3% | -28.9% | +51.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling