+157.6%
KMI vs FIS
-66.7%
+224.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.3% |
| 7D | -1.8% | -9.1% | +7.3% | -0.4% |
| 30D | +0.1% | -10.4% | +10.5% | +1.6% |
| 3M | +1.2% | -3.7% | +4.9% | +1.3% |
| 6M | -3.9% | -24.8% | +20.9% | +0.1% |
| YTD | +17.5% | -41.6% | +59.1% | +27.9% |
| 1Y | +22.6% | -42.7% | +65.4% | +33.8% |
| 3Y | +116.3% | -26.2% | +142.5% | +122.6% |
| 5Y | +157.6% | -66.1% | +223.7% | +214.1% |
| All | +157.6% | -66.7% | +224.3% | +214.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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