+111.8%
KMI vs FDX
+416.2%
-304.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.5% |
| 7D | -0.5% | -2.5% | +2.0% | +0.2% |
| 30D | +0.9% | +3.8% | -2.9% | -0.3% |
| 3M | 0.0% | -1.3% | +1.3% | 0.0% |
| 6M | -5.7% | +5.0% | -10.7% | -8.1% |
| YTD | +17.5% | +39.6% | -22.2% | +4.3% |
| 1Y | +22.3% | +81.1% | -58.8% | -0.4% |
| 3Y | +111.9% | +63.0% | +48.9% | +70.9% |
| 5Y | +151.8% | +65.6% | +86.2% | +93.9% |
| 10Y | +138.7% | +183.4% | -44.7% | +31.5% |
| All | +111.8% | +416.2% | -304.4% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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