+1,315.2%
ASX vs KMI
+99.7%
+1,215.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.7% |
| 7D | -19.9% | -10.8% | -9.2% | -16.5% |
| 30D | -30.9% | -5.0% | -25.9% | -29.5% |
| 3M | -15.1% | -3.4% | -11.7% | -14.1% |
| 6M | -6.5% | -3.4% | -3.1% | -5.9% |
| YTD | +98.4% | +13.1% | +85.3% | +88.0% |
| 1Y | +107.9% | +19.0% | +88.8% | +93.0% |
| 3Y | +325.3% | +106.1% | +219.1% | +220.9% |
| 5Y | +447.3% | +130.1% | +317.2% | +295.5% |
| 10Y | +763.2% | +151.9% | +611.3% | +472.4% |
| All | +1,315.2% | +99.7% | +1,215.5% | +868.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling