+157.6%
KMI vs EXR
-13.9%
+171.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.2% |
| 7D | -1.8% | -3.1% | +1.3% | -1.1% |
| 30D | +0.1% | -7.5% | +7.6% | +1.7% |
| 3M | +1.2% | -7.5% | +8.7% | +2.8% |
| 6M | -3.9% | -5.2% | +1.3% | -3.0% |
| YTD | +17.5% | +6.5% | +11.0% | +15.4% |
| 1Y | +22.6% | -2.0% | +24.7% | +22.6% |
| 3Y | +116.3% | +21.5% | +94.8% | +101.3% |
| 5Y | +157.6% | -11.5% | +169.1% | +154.5% |
| All | +157.6% | -13.9% | +171.5% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…
5y analysis · Full analysis span regression · 6 months rolling