+17.2%
KMI vs AS
+8.1%
+9.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +2.4% |
| 7D | -6.5% | +5.8% | -12.4% | -5.9% |
| 30D | -5.1% | +15.4% | -20.4% | -3.6% |
| 3M | 0.0% | -11.9% | +11.9% | -1.3% |
| 6M | -0.9% | -9.9% | +9.0% | -1.6% |
| YTD | +15.4% | -13.1% | +28.5% | +14.4% |
| All | +17.2% | +8.1% | +9.2% | +20.0% |
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