+846.7%
JCI vs KMI
+111.3%
+735.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.9% | +0.3% |
| 7D | +5.1% | -0.4% | +5.5% | +5.2% |
| 30D | -3.8% | +3.7% | -7.5% | -5.2% |
| 3M | +1.9% | +3.2% | -1.3% | +0.4% |
| 6M | +11.2% | -3.0% | +14.2% | +11.8% |
| YTD | +22.9% | +19.7% | +3.3% | +14.3% |
| 1Y | +37.4% | +25.6% | +11.8% | +25.1% |
| 3Y | +167.8% | +120.2% | +47.6% | +97.9% |
| 5Y | +115.0% | +160.5% | -45.4% | +48.6% |
| 10Y | +325.3% | +134.8% | +190.5% | +189.1% |
| All | +846.7% | +111.3% | +735.4% | +501.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling