+208.8%
C vs KMI
+142.5%
+66.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -1.1% |
| 7D | -0.4% | -5.1% | +4.8% | +3.0% |
| 30D | -5.2% | -3.1% | -2.0% | -3.5% |
| 3M | -9.1% | +0.2% | -9.3% | -9.9% |
| 6M | -1.6% | +1.1% | -2.7% | -4.0% |
| YTD | +6.9% | +17.7% | -10.8% | -6.9% |
| 1Y | +23.0% | +19.6% | +3.4% | +5.7% |
| 3Y | +216.1% | +117.6% | +98.6% | +73.3% |
| 5Y | +112.2% | +143.1% | -30.9% | +5.4% |
| 10Y | +208.8% | +142.0% | +66.7% | +45.3% |
| All | +208.8% | +142.5% | +66.3% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling