+23.2%
KMI vs AS
-3.7%
+26.9%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.4% |
| 7D | +6.5% | -4.9% | +11.4% | +6.0% |
| 30D | -3.4% | +3.9% | -7.3% | -3.0% |
| 3M | +0.4% | -9.6% | +10.0% | -0.6% |
| 6M | -0.9% | -8.7% | +7.7% | -1.7% |
| YTD | +20.5% | -19.8% | +40.3% | +18.4% |
| 1Y | +23.2% | -1.5% | +24.7% | +26.0% |
| All | +23.2% | -3.7% | +26.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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