+206.5%
KMI vs ACI
+17.4%
+189.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -2.1% | -7.1% | +5.0% | -1.3% |
| 30D | -1.7% | -4.5% | +2.8% | -1.2% |
| 3M | -1.9% | -22.3% | +20.4% | +0.5% |
| 6M | -4.3% | -28.4% | +24.1% | -1.1% |
| YTD | +15.8% | -29.5% | +45.3% | +19.8% |
| 1Y | +17.6% | -34.2% | +51.8% | +22.5% |
| 3Y | +113.1% | -45.7% | +158.8% | +126.6% |
| 5Y | +154.0% | -40.8% | +194.8% | +164.2% |
| All | +206.5% | +17.4% | +189.2% | +206.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling