+17.6%
KMI vs AR
+22.8%
-5.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.1% | -1.3% | -0.7% | -1.8% |
| 30D | -1.7% | +3.5% | -5.2% | -2.4% |
| 3M | -1.9% | +9.9% | -11.8% | -3.9% |
| 6M | -4.3% | +4.5% | -8.9% | -5.4% |
| YTD | +15.8% | +13.7% | +2.1% | +12.9% |
| 1Y | +17.6% | +19.2% | -1.7% | +14.4% |
| All | +17.6% | +22.8% | -5.2% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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