+120.2%
KMI vs AR
+44.7%
+75.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +2.1% |
| 7D | -0.4% | -1.8% | +1.5% | +0.1% |
| 30D | +3.7% | +12.6% | -8.9% | +0.3% |
| 3M | +3.2% | +10.0% | -6.9% | +0.3% |
| 6M | -3.0% | +0.6% | -3.6% | -3.7% |
| YTD | +19.7% | +13.4% | +6.2% | +14.5% |
| 1Y | +25.6% | +21.7% | +3.9% | +17.1% |
| 3Y | +120.2% | +45.8% | +74.4% | +94.0% |
| All | +120.2% | +44.7% | +75.5% | +94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling