+157.6%
KMI vs FITB
+70.3%
+87.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -1.8% | -0.4% | -1.4% | -1.7% |
| 30D | +0.1% | -5.1% | +5.2% | +1.5% |
| 3M | +1.2% | +3.5% | -2.4% | 0.0% |
| 6M | -3.9% | +17.2% | -21.1% | -8.6% |
| YTD | +17.5% | +17.6% | -0.1% | +11.0% |
| 1Y | +22.6% | +23.4% | -0.7% | +13.8% |
| 3Y | +116.3% | +129.7% | -13.5% | +62.4% |
| 5Y | +157.6% | +68.4% | +89.2% | +97.0% |
| All | +157.6% | +70.3% | +87.3% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling