+294.7%
C vs KMI
+132.8%
+161.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.9% |
| 7D | +2.6% | -1.8% | +4.3% | +3.7% |
| 30D | +1.9% | +0.1% | +1.8% | +1.6% |
| 3M | +2.8% | +1.2% | +1.6% | +1.1% |
| 6M | +30.6% | -3.9% | +34.5% | +31.9% |
| YTD | +19.9% | +17.5% | +2.4% | +5.2% |
| 1Y | +44.6% | +22.6% | +21.9% | +22.6% |
| 3Y | +272.1% | +116.3% | +155.8% | +107.1% |
| 5Y | +132.0% | +157.6% | -25.6% | +11.5% |
| 10Y | +294.7% | +136.6% | +158.1% | +88.4% |
| All | +294.7% | +132.8% | +161.9% | +88.4% |
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 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