+26.6%
KMI vs EXE
-18.4%
+45.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.3% |
| 7D | -5.2% | -4.7% | -0.6% | -4.0% |
| 30D | +1.2% | +1.0% | +0.2% | +1.1% |
| 3M | +1.3% | -5.6% | +7.0% | +2.7% |
| 6M | -1.1% | -12.3% | +11.2% | +1.9% |
| YTD | +19.0% | -19.5% | +38.5% | +24.9% |
| 1Y | +26.6% | -18.9% | +45.5% | +32.1% |
| All | +26.6% | -18.4% | +45.0% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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