+195.3%
B vs KMI
+113.5%
+81.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +4.0% |
| 7D | +11.3% | -6.5% | +17.9% | +12.0% |
| 30D | +2.9% | -5.1% | +8.0% | +3.3% |
| 3M | -2.9% | 0.0% | -2.8% | -3.5% |
| 6M | -1.2% | -0.9% | -0.3% | -2.3% |
| YTD | -1.3% | +15.4% | -16.7% | -7.2% |
| 1Y | +30.4% | +19.5% | +10.9% | +21.2% |
| 3Y | +195.3% | +116.3% | +79.0% | +82.3% |
| All | +195.3% | +113.5% | +81.7% | +82.3% |
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