+17.6%
KMI vs ALC
-15.7%
+33.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.3% | -1.3% |
| 7D | -2.1% | -7.7% | +5.6% | -1.7% |
| 30D | -1.7% | -11.7% | +10.0% | -1.2% |
| 3M | -1.9% | +0.7% | -2.6% | -1.9% |
| 6M | -4.3% | -17.1% | +12.7% | -4.2% |
| YTD | +15.8% | -15.1% | +30.9% | +15.8% |
| 1Y | +17.6% | -14.1% | +31.7% | +17.5% |
| All | +17.6% | -15.7% | +33.3% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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