+978.4%
KKR vs KMI
+104.5%
+873.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.4% |
| 7D | -8.1% | -2.1% | -6.0% | -7.1% |
| 30D | -9.1% | -1.7% | -7.4% | -8.5% |
| 3M | +6.4% | -1.9% | +8.2% | +6.8% |
| 6M | +12.6% | -4.3% | +16.9% | +13.9% |
| YTD | -20.4% | +15.8% | -36.2% | -27.5% |
| 1Y | -27.1% | +17.6% | -44.6% | -34.3% |
| 3Y | +63.8% | +113.1% | -49.3% | +9.2% |
| 5Y | +67.6% | +154.0% | -86.4% | +2.7% |
| 10Y | +702.6% | +133.1% | +569.5% | +382.5% |
| All | +978.4% | +104.5% | +873.9% | +452.0% |
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 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