+26.6%
KMI vs ACWI
+14.9%
+11.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -3.8% |
| 7D | -5.2% | -0.5% | -4.8% | -5.2% |
| 30D | +1.2% | -1.6% | +2.9% | +1.1% |
| 3M | +1.3% | -1.3% | +2.7% | +1.2% |
| 6M | -1.1% | +5.8% | -7.0% | -0.8% |
| YTD | +19.0% | +12.7% | +6.2% | +18.2% |
| 1Y | +26.6% | +15.0% | +11.6% | +25.0% |
| All | +26.6% | +14.9% | +11.7% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling