+198.7%
B vs KMI
+121.9%
+76.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.7% |
| 7D | +2.3% | -0.4% | +2.7% | +2.4% |
| 30D | +1.4% | +3.7% | -2.3% | +0.5% |
| 3M | +12.2% | +3.2% | +9.0% | +11.0% |
| 6M | -2.1% | -3.0% | +0.9% | -1.9% |
| YTD | +2.9% | +19.7% | -16.7% | -3.5% |
| 1Y | +55.3% | +25.6% | +29.7% | +42.8% |
| 3Y | +198.7% | +120.2% | +78.5% | +88.7% |
| All | +198.7% | +121.9% | +76.8% | +88.7% |
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