+157.6%
KMI vs A
-16.2%
+173.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.6% |
| 7D | -1.8% | -4.4% | +2.6% | -1.1% |
| 30D | +0.1% | -2.7% | +2.7% | +0.4% |
| 3M | +1.2% | +7.0% | -5.9% | -0.1% |
| 6M | -3.9% | +24.6% | -28.5% | -7.8% |
| YTD | +17.5% | +7.0% | +10.5% | +15.7% |
| 1Y | +22.6% | +15.6% | +7.1% | +18.4% |
| 3Y | +116.3% | +29.9% | +86.4% | +98.1% |
| 5Y | +157.6% | -15.4% | +173.0% | +138.1% |
| All | +157.6% | -16.2% | +173.8% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling