+8.5%
CRCL vs KMI
+15.7%
-7.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -3.2% |
| 7D | -12.5% | -2.1% | -10.4% | -12.9% |
| 30D | +26.9% | -1.7% | +28.6% | +26.2% |
| 3M | +14.4% | -1.9% | +16.3% | +13.6% |
| 6M | -23.5% | -4.3% | -19.2% | -23.9% |
| YTD | +13.9% | +15.8% | -1.9% | +11.1% |
| 1Y | -20.6% | +17.6% | -38.1% | -22.1% |
| All | +8.5% | +15.7% | -7.1% | +9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling