+120.2%
KMI vs ALL
+150.3%
-30.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.5% |
| 7D | -0.4% | -1.7% | +1.3% | +0.1% |
| 30D | +3.7% | -4.7% | +8.3% | +5.0% |
| 3M | +3.2% | +18.4% | -15.2% | -2.2% |
| 6M | -3.0% | +20.5% | -23.5% | -8.6% |
| YTD | +19.7% | +23.5% | -3.9% | +11.5% |
| 1Y | +25.6% | +29.0% | -3.4% | +15.2% |
| 3Y | +120.2% | +153.7% | -33.5% | +63.6% |
| All | +120.2% | +150.3% | -30.1% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling