+219.0%
KMI vs ACI
+32.8%
+186.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +6.5% | +2.3% | +4.3% | +6.3% |
| 30D | -3.4% | +1.2% | -4.7% | -3.6% |
| 3M | +0.4% | +6.8% | -6.4% | -0.5% |
| 6M | -0.9% | -18.7% | +17.8% | +0.9% |
| YTD | +20.5% | -20.2% | +40.7% | +22.8% |
| 1Y | +23.2% | -23.7% | +46.9% | +26.2% |
| 3Y | +121.6% | -31.6% | +153.3% | +128.9% |
| 5Y | +149.1% | -42.8% | +191.9% | +158.6% |
| All | +219.0% | +32.8% | +186.1% | +214.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling