+120.2%
KMI vs EMB
+30.2%
+90.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.9% |
| 7D | -0.4% | +0.3% | -0.7% | -0.6% |
| 30D | +3.7% | -0.5% | +4.2% | +4.0% |
| 3M | +3.2% | +0.3% | +2.8% | +2.8% |
| 6M | -3.0% | +1.2% | -4.2% | -4.1% |
| YTD | +19.7% | +1.5% | +18.2% | +17.9% |
| 1Y | +25.6% | +4.8% | +20.8% | +20.1% |
| 3Y | +120.2% | +30.4% | +89.9% | +80.7% |
| All | +120.2% | +30.2% | +90.1% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling