+26.6%
KMI vs ALL
+42.7%
-16.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.9% | -7.0% | -4.5% |
| 7D | -5.2% | +7.5% | -12.8% | -6.4% |
| 30D | +1.2% | +19.7% | -18.5% | -1.9% |
| 3M | +1.3% | +2.9% | -1.6% | +0.5% |
| 6M | -1.1% | +23.5% | -24.7% | -5.0% |
| YTD | +19.0% | +31.1% | -12.2% | +14.0% |
| 1Y | +26.6% | +40.5% | -13.9% | +17.1% |
| All | +26.6% | +42.7% | -16.1% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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