+44.9%
C vs KMI
+21.6%
+23.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | +3.6% | -0.5% | +4.1% | +3.6% |
| 30D | +0.1% | +0.9% | -0.8% | +0.3% |
| 3M | +2.4% | 0.0% | +2.4% | +2.5% |
| 6M | +24.9% | -5.7% | +30.6% | +25.3% |
| YTD | +19.8% | +17.5% | +2.3% | +15.0% |
| 1Y | +44.9% | +22.3% | +22.6% | +37.4% |
| All | +44.9% | +21.6% | +23.3% | +37.4% |
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