+108.2%
KMI vs ET
+578.6%
-470.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -1.7% | +0.2% | -2.0% | -1.8% |
| 30D | -2.7% | +2.9% | -5.6% | -3.8% |
| 3M | -0.7% | +16.8% | -17.5% | -6.6% |
| 6M | -5.0% | +18.9% | -23.8% | -11.2% |
| YTD | +15.5% | +37.7% | -22.2% | +1.8% |
| 1Y | +16.4% | +32.4% | -16.0% | +4.2% |
| 3Y | +114.2% | +99.5% | +14.7% | +63.3% |
| 5Y | +153.3% | +244.0% | -90.7% | +56.1% |
| 10Y | +132.4% | +172.1% | -39.7% | +42.8% |
| All | +108.2% | +578.6% | -470.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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