-13.1%
CRCL vs KMI
+21.6%
-34.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.3% |
| 7D | +17.1% | -0.5% | +17.6% | +16.9% |
| 30D | +61.3% | +0.9% | +60.4% | +60.8% |
| 3M | +12.7% | 0.0% | +12.7% | +11.8% |
| 6M | -3.1% | -5.7% | +2.6% | -2.3% |
| YTD | +28.7% | +17.5% | +11.2% | +21.4% |
| 1Y | -13.1% | +22.3% | -35.4% | -14.8% |
| All | -13.1% | +21.6% | -34.7% | -14.8% |
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