+121.9%
KMI vs FITB
+129.5%
-7.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | -0.4% | +2.8% | -3.2% | -1.0% |
| 30D | +3.7% | -4.5% | +8.2% | +4.8% |
| 3M | +3.2% | +5.7% | -2.5% | +1.7% |
| 6M | -3.0% | +17.1% | -20.1% | -7.0% |
| YTD | +19.7% | +18.3% | +1.3% | +13.6% |
| 1Y | +25.6% | +23.9% | +1.7% | +17.4% |
| All | +121.9% | +129.5% | -7.6% | +73.5% |
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