+1,707.5%
FLEX vs KMI
+107.5%
+1,600.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | -0.9% | -0.5% | -0.4% | -0.7% |
| 30D | -10.1% | +0.9% | -11.0% | -10.7% |
| 3M | -31.3% | 0.0% | -31.3% | -31.8% |
| 6M | +71.3% | -5.7% | +77.0% | +73.5% |
| YTD | +81.2% | +17.5% | +63.8% | +65.0% |
| 1Y | +98.5% | +22.3% | +76.2% | +76.5% |
| 3Y | +428.2% | +111.9% | +316.3% | +259.6% |
| 5Y | +657.3% | +151.8% | +505.4% | +372.9% |
| 10Y | +995.9% | +138.7% | +857.3% | +562.5% |
| All | +1,707.5% | +107.5% | +1,600.0% | +881.4% |
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