+1,086.7%
FLEX vs KMI
+132.8%
+953.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.5% |
| 7D | +6.4% | -1.8% | +8.1% | +7.4% |
| 30D | -5.9% | +0.1% | -5.9% | -6.0% |
| 3M | -23.5% | +1.2% | -24.6% | -24.6% |
| 6M | +83.7% | -3.9% | +87.6% | +84.7% |
| YTD | +86.5% | +17.5% | +69.0% | +66.2% |
| 1Y | +100.5% | +22.6% | +77.9% | +73.2% |
| 3Y | +469.8% | +116.3% | +353.6% | +248.4% |
| 5Y | +725.7% | +157.6% | +568.1% | +349.1% |
| 10Y | +1,086.7% | +136.6% | +950.1% | +501.0% |
| All | +1,086.7% | +132.8% | +953.9% | +501.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling