+154.0%
KMI vs FND
-62.8%
+216.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.4% |
| 7D | -2.1% | -5.1% | +3.0% | -1.7% |
| 30D | -1.7% | -22.5% | +20.8% | +0.2% |
| 3M | -1.9% | -5.0% | +3.1% | -1.9% |
| 6M | -4.3% | -21.5% | +17.2% | -3.0% |
| YTD | +15.8% | -23.0% | +38.8% | +17.3% |
| 1Y | +17.6% | -44.9% | +62.5% | +22.9% |
| 3Y | +113.1% | -50.0% | +163.1% | +119.5% |
| 5Y | +154.0% | -63.3% | +217.3% | +156.5% |
| All | +154.0% | -62.8% | +216.8% | +156.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling