+111.8%
KMI vs EAT
+1,136.5%
-1,024.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +0.9% | +1.9% | -1.0% | +0.2% |
| 3M | 0.0% | +68.7% | -68.7% | -10.4% |
| 6M | -5.7% | +66.9% | -72.6% | -16.2% |
| YTD | +17.5% | +60.4% | -42.9% | +4.7% |
| 1Y | +22.3% | +44.0% | -21.7% | +10.7% |
| 3Y | +111.9% | +604.7% | -492.8% | +30.9% |
| 5Y | +151.8% | +347.0% | -195.2% | +63.0% |
| 10Y | +138.7% | +390.8% | -252.1% | +24.7% |
| All | +111.8% | +1,136.5% | -1,024.7% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling