+25.0%
FLEX vs KMI
+26.0%
-1.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.1% | -8.2% | -13.2% |
| 7D | -17.0% | -5.2% | -11.7% | -18.2% |
| 30D | -33.8% | +1.2% | -35.1% | -33.1% |
| 3M | -39.0% | +1.3% | -40.4% | -38.3% |
| 6M | -15.9% | -1.1% | -14.7% | -15.7% |
| YTD | +27.8% | +19.0% | +8.9% | +29.5% |
| 1Y | +25.0% | +26.6% | -1.6% | +20.5% |
| All | +25.0% | +26.0% | -1.0% | +20.5% |
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