+122.2%
KMI vs ACI
-31.0%
+153.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.2% |
| 7D | +6.0% | -0.5% | +6.5% | +6.1% |
| 30D | -3.4% | +4.9% | -8.3% | -3.8% |
| 3M | +1.8% | +11.1% | -9.3% | +0.9% |
| 6M | +0.4% | -14.9% | +15.4% | +1.7% |
| YTD | +20.8% | -19.6% | +40.4% | +22.9% |
| 1Y | +23.0% | -22.7% | +45.7% | +25.6% |
| All | +122.2% | -31.0% | +153.2% | +128.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling