+152.3%
ACN vs KMI
+158.9%
-6.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.8% | +6.5% | -10.4% | -5.8% |
| 30D | +16.5% | -3.4% | +20.0% | +17.5% |
| 3M | +41.5% | +0.4% | +41.1% | +40.4% |
| 6M | +60.1% | -0.9% | +61.0% | +59.2% |
| YTD | -3.9% | +20.5% | -24.4% | -11.3% |
| 1Y | +4.1% | +23.2% | -19.1% | -4.7% |
| 3Y | -15.9% | +121.6% | -137.5% | -39.5% |
| 5Y | -26.3% | +149.1% | -175.4% | -49.8% |
| All | +152.3% | +158.9% | -6.6% | +57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling