+406.2%
ASX vs KMI
+117.6%
+288.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +2.0% | +0.9% | +1.1% | +1.7% |
| 3M | -1.3% | 0.0% | -1.3% | -1.8% |
| 6M | +71.4% | -5.7% | +77.1% | +72.6% |
| YTD | +135.3% | +17.5% | +117.8% | +120.3% |
| 1Y | +267.5% | +22.3% | +245.2% | +237.4% |
| All | +406.2% | +117.6% | +288.6% | +285.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling