+17.2%
KMI vs EXPD
+39.7%
-22.5%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +2.0% |
| 7D | -6.5% | -5.5% | -1.1% | -6.6% |
| 30D | -5.1% | -1.9% | -3.2% | -5.0% |
| 3M | 0.0% | +6.1% | -6.1% | +0.4% |
| 6M | -0.9% | +21.6% | -22.5% | +0.4% |
| YTD | +15.4% | +27.9% | -12.5% | +16.2% |
| All | +17.2% | +39.7% | -22.5% | +16.6% |
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