+155.0%
KMI vs ARWR
+1,009.4%
-854.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.8% | +1.7% |
| 7D | +6.0% | -17.9% | +24.0% | +7.5% |
| 30D | -3.4% | -18.9% | +15.5% | -2.0% |
| 3M | +1.8% | -46.0% | +47.7% | +6.4% |
| 6M | +0.4% | -40.3% | +40.8% | +3.8% |
| YTD | +20.8% | -29.0% | +49.8% | +22.4% |
| 1Y | +23.0% | +13.8% | +9.1% | +19.0% |
| 3Y | +123.3% | +74.9% | +48.4% | +99.4% |
| 5Y | +149.8% | -36.2% | +186.0% | +137.0% |
| All | +155.0% | +1,009.4% | -854.4% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling