+887.2%
ASX vs KMI
+142.5%
+744.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.2% | +2.5% |
| 7D | -9.1% | -5.1% | -4.0% | -6.9% |
| 30D | -23.6% | -3.1% | -20.4% | -22.4% |
| 3M | -5.6% | +0.2% | -5.9% | -5.6% |
| 6M | +4.7% | +1.1% | +3.6% | +3.6% |
| YTD | +122.6% | +17.7% | +104.9% | +105.9% |
| 1Y | +133.0% | +19.6% | +113.4% | +113.8% |
| 3Y | +367.1% | +117.6% | +249.5% | +229.0% |
| 5Y | +504.7% | +143.1% | +361.6% | +304.5% |
| 10Y | +887.2% | +142.0% | +745.2% | +509.8% |
| All | +887.2% | +142.5% | +744.7% | +509.8% |
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