+21.7%
KMI vs AS
+2.8%
+18.9%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.0% |
| 7D | +0.2% | -3.0% | +3.2% | -0.1% |
| 30D | -3.7% | +9.6% | -13.2% | -2.7% |
| 3M | +1.2% | -8.2% | +9.4% | +0.5% |
| 6M | -0.3% | -9.9% | +9.7% | -1.0% |
| YTD | +19.2% | -16.8% | +36.0% | +17.7% |
| 1Y | +21.7% | +3.0% | +18.7% | +24.5% |
| All | +21.7% | +2.8% | +18.9% | +24.5% |
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