+2,598.5%
IBKR vs KMI
+103.9%
+2,494.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | -1.3% | -1.7% | +0.4% | -0.8% |
| 30D | -0.2% | -2.7% | +2.5% | +0.6% |
| 3M | +3.0% | -0.7% | +3.6% | +2.7% |
| 6M | +33.9% | -5.0% | +38.8% | +35.1% |
| YTD | +42.5% | +15.5% | +27.0% | +33.8% |
| 1Y | +44.9% | +16.4% | +28.4% | +35.3% |
| 3Y | +293.0% | +114.2% | +178.8% | +198.0% |
| 5Y | +497.7% | +153.3% | +344.4% | +323.3% |
| 10Y | +1,004.4% | +132.4% | +872.0% | +658.4% |
| All | +2,598.5% | +103.9% | +2,494.6% | +1,548.7% |
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