+129.5%
KMI vs AZO
+296.8%
-167.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -1.7% | -3.6% | +1.9% | -0.7% |
| 30D | -2.7% | -5.6% | +2.8% | -1.2% |
| 3M | -0.7% | -6.6% | +6.0% | +0.8% |
| 6M | -5.0% | -22.5% | +17.5% | +1.4% |
| YTD | +15.5% | -15.2% | +30.6% | +19.5% |
| 1Y | +16.4% | -33.9% | +50.4% | +29.6% |
| 3Y | +114.2% | +11.8% | +102.4% | +100.5% |
| 5Y | +153.3% | +85.5% | +67.7% | +95.1% |
| All | +129.5% | +296.8% | -167.3% | +42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling