+146.4%
KMI vs ALL
+161.6%
-15.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | +6.5% | +5.0% | +1.5% | +5.0% |
| 30D | -3.4% | +13.3% | -16.8% | -7.3% |
| 3M | +0.4% | +3.2% | -2.8% | -0.9% |
| 6M | -0.9% | +25.3% | -26.3% | -8.4% |
| YTD | +20.5% | +30.5% | -10.0% | +9.5% |
| 1Y | +23.2% | +29.2% | -6.0% | +12.3% |
| 3Y | +121.6% | +119.1% | +2.5% | +67.4% |
| All | +146.4% | +161.6% | -15.2% | +68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling