+67.8%
B vs KMI
+21.6%
+46.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.4% |
| 7D | -1.6% | -0.5% | -1.1% | -1.7% |
| 30D | +9.4% | +0.9% | +8.5% | +9.7% |
| 3M | +5.0% | 0.0% | +5.0% | +5.2% |
| 6M | -3.5% | -5.7% | +2.2% | -4.0% |
| YTD | +4.5% | +17.5% | -13.0% | +4.5% |
| 1Y | +67.8% | +22.3% | +45.5% | +78.2% |
| All | +67.8% | +21.6% | +46.2% | +78.2% |
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 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