+16.4%
KMI vs EAT
+37.8%
-21.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -1.7% | -7.7% | +6.0% | -2.0% |
| 30D | -2.7% | -13.6% | +10.8% | -3.2% |
| 3M | -0.7% | +33.9% | -34.5% | +0.1% |
| 6M | -5.0% | +47.2% | -52.2% | -3.7% |
| YTD | +15.5% | +48.1% | -32.6% | +16.8% |
| 1Y | +16.4% | +33.7% | -17.3% | +16.2% |
| All | +16.4% | +37.8% | -21.3% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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