+186.9%
KMI vs EXE
+191.4%
-4.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.2% |
| 7D | -0.5% | -0.3% | -0.3% | -0.4% |
| 30D | +0.9% | +8.5% | -7.6% | -2.1% |
| 3M | 0.0% | +5.5% | -5.5% | -2.2% |
| 6M | -5.7% | -5.9% | +0.2% | -4.0% |
| YTD | +17.5% | -9.7% | +27.2% | +20.8% |
| 1Y | +22.3% | +3.6% | +18.7% | +18.7% |
| 3Y | +111.9% | +18.0% | +93.9% | +94.7% |
| 5Y | +151.8% | +109.4% | +42.4% | +83.4% |
| All | +186.9% | +191.4% | -4.4% | +87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling