+103.9%
KMI vs ACWI
+333.2%
-229.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -10.8% | -2.4% | -8.4% | -9.0% |
| 30D | -5.0% | -5.2% | +0.2% | -0.7% |
| 3M | -3.4% | -4.8% | +1.5% | +0.5% |
| 6M | -3.4% | -1.3% | -2.1% | -3.3% |
| YTD | +13.1% | +8.4% | +4.7% | +3.4% |
| 1Y | +19.0% | +11.0% | +8.0% | +6.3% |
| 3Y | +106.1% | +70.6% | +35.6% | +22.6% |
| 5Y | +130.1% | +55.3% | +74.8% | +47.4% |
| 10Y | +151.9% | +223.2% | -71.3% | -17.7% |
| All | +103.9% | +333.2% | -229.3% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling