+19.0%
KMI vs AS
+0.9%
+18.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.2% | -0.7% |
| 7D | -10.8% | +6.9% | -17.7% | -10.1% |
| 30D | -5.0% | +16.0% | -21.0% | -3.6% |
| 3M | -3.4% | -12.8% | +9.5% | -4.6% |
| 6M | -3.4% | -15.4% | +12.0% | -4.5% |
| YTD | +13.1% | -15.7% | +28.8% | +11.9% |
| 1Y | +19.0% | +6.1% | +13.0% | +21.4% |
| All | +19.0% | +0.9% | +18.1% | +21.4% |
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