+26.6%
KMI vs FXI
-10.5%
+37.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -3.8% |
| 7D | -5.2% | +6.6% | -11.8% | -4.8% |
| 30D | +1.2% | +2.2% | -0.9% | +1.5% |
| 3M | +1.3% | -4.7% | +6.1% | +1.5% |
| 6M | -1.1% | -4.7% | +3.5% | -0.7% |
| YTD | +19.0% | -9.0% | +28.0% | +19.2% |
| 1Y | +26.6% | -10.5% | +37.1% | +27.4% |
| All | +26.6% | -10.5% | +37.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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