+136.6%
KMI vs COO
+36.7%
+99.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | +0.1% |
| 7D | -1.8% | -9.0% | +7.2% | +1.0% |
| 30D | +0.1% | -16.8% | +16.9% | +5.6% |
| 3M | +1.2% | -7.5% | +8.7% | +3.1% |
| 6M | -3.9% | -16.3% | +12.4% | +0.7% |
| YTD | +17.5% | -22.5% | +40.1% | +25.9% |
| 1Y | +22.6% | -7.0% | +29.6% | +23.3% |
| 3Y | +116.3% | -27.5% | +143.7% | +127.8% |
| 5Y | +157.6% | -43.3% | +200.9% | +192.3% |
| 10Y | +136.6% | +37.6% | +99.0% | +103.3% |
| All | +136.6% | +36.7% | +99.8% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling