+136.6%
KMI vs ALB
+80.1%
+56.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.3% |
| 7D | -1.8% | -8.6% | +6.8% | -0.4% |
| 30D | +0.1% | -4.0% | +4.1% | +0.6% |
| 3M | +1.2% | -17.4% | +18.5% | +3.7% |
| 6M | -3.9% | -25.4% | +21.5% | -0.8% |
| YTD | +17.5% | -10.5% | +28.1% | +16.5% |
| 1Y | +22.6% | +75.8% | -53.2% | +6.1% |
| 3Y | +116.3% | -28.5% | +144.8% | +112.1% |
| 5Y | +157.6% | -45.1% | +202.7% | +156.0% |
| 10Y | +136.6% | +87.3% | +49.2% | +38.4% |
| All | +136.6% | +80.1% | +56.5% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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