+11.9%
ACN vs KMI
+26.0%
-14.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.1% | +7.9% | +2.8% |
| 7D | +8.6% | -5.2% | +13.8% | +7.3% |
| 30D | +36.6% | +1.2% | +35.3% | +36.6% |
| 3M | +56.3% | +1.3% | +55.0% | +56.3% |
| 6M | +49.7% | -1.1% | +50.8% | +50.0% |
| YTD | +1.3% | +19.0% | -17.6% | +5.5% |
| 1Y | +11.9% | +26.6% | -14.6% | +15.4% |
| All | +11.9% | +26.0% | -14.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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