-44.0%
ACN vs KMI
+157.3%
-201.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | -6.3% | -1.8% | -4.6% | -6.0% |
| 30D | -1.4% | +0.1% | -1.4% | -1.6% |
| 3M | +2.6% | +1.2% | +1.4% | +2.0% |
| 6M | -14.3% | -3.9% | -10.4% | -13.8% |
| YTD | -33.1% | +17.5% | -50.6% | -36.7% |
| 1Y | -28.8% | +22.6% | -51.4% | -33.6% |
| 3Y | -43.0% | +116.3% | -159.2% | -58.2% |
| 5Y | -44.0% | +157.6% | -201.6% | -61.6% |
| All | -44.0% | +157.3% | -201.3% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling