+25.6%
KMI vs COMP
+11.9%
+13.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.2% | +1.7% |
| 7D | -0.4% | +4.1% | -4.4% | -0.2% |
| 30D | +3.7% | -14.5% | +18.2% | +3.2% |
| 3M | +3.2% | +41.8% | -38.7% | +3.5% |
| 6M | -3.0% | +23.6% | -26.5% | -2.1% |
| YTD | +19.7% | +1.7% | +18.0% | +20.9% |
| 1Y | +25.6% | +12.6% | +13.1% | +27.8% |
| All | +25.6% | +11.9% | +13.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COMP 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling