+1,578.3%
ASX vs KMI
+107.5%
+1,470.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +2.0% | +0.9% | +1.1% | +1.5% |
| 3M | -1.3% | 0.0% | -1.3% | -1.9% |
| 6M | +71.4% | -5.7% | +77.1% | +73.2% |
| YTD | +135.3% | +17.5% | +117.8% | +119.5% |
| 1Y | +267.5% | +22.3% | +245.2% | +236.7% |
| 3Y | +388.5% | +111.9% | +276.5% | +264.2% |
| 5Y | +417.1% | +151.8% | +265.2% | +260.4% |
| 10Y | +872.7% | +138.7% | +734.1% | +551.6% |
| All | +1,578.3% | +107.5% | +1,470.8% | +1,030.6% |
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 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