+121.6%
KMI vs FITB
+144.0%
-22.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | +6.5% | +2.8% | +3.8% | +5.9% |
| 30D | -3.4% | +9.8% | -13.2% | -5.5% |
| 3M | +0.4% | -5.2% | +5.5% | +1.5% |
| 6M | -0.9% | +17.3% | -18.3% | -4.8% |
| YTD | +20.5% | +19.3% | +1.2% | +14.1% |
| 1Y | +23.2% | +32.7% | -9.5% | +12.8% |
| 3Y | +121.6% | +141.6% | -20.0% | +69.4% |
| All | +121.6% | +144.0% | -22.4% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 3y: compounded portfolio wealth divided by compounded FITB 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…
3y analysis · Full analysis span regression · 6 months rolling