+144.5%
ASX vs KMI
+23.2%
+121.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.4% | -4.1% |
| 7D | +22.1% | +6.0% | +16.1% | +21.9% |
| 30D | -23.8% | -3.4% | -20.4% | -24.7% |
| 3M | -7.6% | +1.8% | -9.4% | -7.4% |
| 6M | +6.9% | +0.4% | +6.5% | +6.0% |
| YTD | +127.7% | +20.8% | +106.8% | +130.8% |
| 1Y | +144.5% | +23.0% | +121.6% | +148.6% |
| All | +144.5% | +23.2% | +121.4% | +148.6% |
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 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