+150.7%
KMI vs FRSH
-72.5%
+223.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.7% | -6.6% | +4.9% | -1.4% |
| 30D | -2.7% | +2.1% | -4.8% | -2.9% |
| 3M | -0.7% | +29.0% | -29.6% | -2.3% |
| 6M | -5.0% | +48.6% | -53.6% | -7.6% |
| YTD | +15.5% | -2.9% | +18.4% | +15.1% |
| 1Y | +16.4% | -7.9% | +24.3% | +16.4% |
| 3Y | +114.2% | -46.5% | +160.7% | +118.9% |
| All | +150.7% | -72.5% | +223.2% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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