+122.5%
CRWV vs KMI
+17.0%
+105.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | -0.4% | -1.7% | +1.3% | +0.2% |
| 30D | -17.4% | -2.7% | -14.7% | -16.8% |
| 3M | -7.1% | -0.7% | -6.4% | -7.6% |
| 6M | +8.6% | -5.0% | +13.5% | +9.4% |
| YTD | +24.3% | +15.5% | +8.8% | +5.9% |
| 1Y | -21.0% | +16.4% | -37.5% | -33.6% |
| All | +122.5% | +17.0% | +105.5% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling