+25.6%
KMI vs EXPD
+55.4%
-29.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.4% | +1.8% |
| 7D | -0.4% | -0.9% | +0.6% | -0.4% |
| 30D | +3.7% | +4.1% | -0.4% | +3.7% |
| 3M | +3.2% | +13.8% | -10.6% | +3.4% |
| 6M | -3.0% | +27.3% | -30.3% | -2.6% |
| YTD | +19.7% | +25.4% | -5.8% | +19.2% |
| 1Y | +25.6% | +54.4% | -28.7% | +23.0% |
| All | +25.6% | +55.4% | -29.8% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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