+157.8%
KMI vs EAT
+309.3%
-151.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.5% |
| 7D | -1.8% | -6.8% | +5.0% | -1.1% |
| 30D | +0.1% | -5.4% | +5.4% | +0.4% |
| 3M | +1.2% | +42.8% | -41.6% | -2.9% |
| 6M | -3.9% | +56.5% | -60.4% | -9.2% |
| YTD | +17.5% | +50.0% | -32.5% | +11.2% |
| 1Y | +22.6% | +38.3% | -15.6% | +16.9% |
| 3Y | +116.3% | +591.6% | -475.4% | +65.6% |
| All | +157.8% | +309.3% | -151.6% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling