+16.4%
KMI vs FND
-45.3%
+61.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | -1.7% | -5.8% | +4.0% | -1.9% |
| 30D | -2.7% | -20.2% | +17.5% | -3.3% |
| 3M | -0.7% | -12.0% | +11.3% | -1.0% |
| 6M | -5.0% | -18.5% | +13.5% | -4.7% |
| YTD | +15.5% | -22.3% | +37.7% | +16.0% |
| 1Y | +16.4% | -47.6% | +64.1% | +20.0% |
| All | +16.4% | -45.3% | +61.8% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling