+26.6%
KMI vs EOSE
-85.5%
+112.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +12.6% | -16.7% | -3.9% |
| 7D | -5.2% | +9.7% | -15.0% | -5.1% |
| 30D | +1.2% | -34.6% | +35.8% | +1.2% |
| 3M | +1.3% | -50.8% | +52.1% | +1.3% |
| 6M | -1.1% | -66.5% | +65.3% | -0.9% |
| YTD | +19.0% | -81.3% | +100.3% | +20.5% |
| 1Y | +26.6% | -84.8% | +111.4% | +29.0% |
| All | +26.6% | -85.5% | +112.1% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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