+992.0%
ASX vs KMI
+132.8%
+859.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.2% |
| 7D | +11.1% | -1.8% | +12.9% | +11.8% |
| 30D | +9.6% | +0.1% | +9.5% | +9.3% |
| 3M | +18.6% | +1.2% | +17.5% | +17.3% |
| 6M | +92.1% | -3.9% | +96.0% | +92.9% |
| YTD | +158.5% | +17.5% | +141.0% | +138.8% |
| 1Y | +271.9% | +22.6% | +249.2% | +236.4% |
| 3Y | +465.2% | +116.3% | +348.9% | +300.1% |
| 5Y | +479.4% | +157.6% | +321.8% | +278.8% |
| 10Y | +992.0% | +136.6% | +855.4% | +585.5% |
| All | +992.0% | +132.8% | +859.2% | +585.5% |
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