+146.4%
KMI vs EIX
+18.4%
+128.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +6.5% | +1.4% | +5.2% | +6.2% |
| 30D | -3.4% | +8.5% | -12.0% | -5.6% |
| 3M | +0.4% | -13.5% | +13.8% | +2.9% |
| 6M | -0.9% | -12.4% | +11.4% | +0.7% |
| YTD | +20.5% | +5.9% | +14.6% | +14.2% |
| 1Y | +23.2% | +7.6% | +15.6% | +16.0% |
| 3Y | +121.6% | +12.8% | +108.8% | +97.6% |
| All | +146.4% | +18.4% | +128.1% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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