-50.7%
COIN vs KMI
+26.0%
-76.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +3.7% |
| 7D | -6.7% | -5.2% | -1.4% | -7.2% |
| 30D | -19.5% | +1.2% | -20.8% | -19.3% |
| 3M | +0.5% | +1.3% | -0.8% | +0.2% |
| 6M | -25.4% | -1.1% | -24.2% | -25.5% |
| YTD | -33.0% | +19.0% | -52.0% | -41.0% |
| 1Y | -50.7% | +26.6% | -77.3% | -60.9% |
| All | -50.7% | +26.0% | -76.7% | -60.9% |
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