+25.6%
KMI vs GD
+12.5%
+13.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | -0.4% | -3.5% | +3.1% | -0.2% |
| 30D | +3.7% | -9.0% | +12.7% | +4.2% |
| 3M | +3.2% | +5.1% | -1.9% | +2.9% |
| 6M | -3.0% | -1.0% | -2.0% | -2.5% |
| YTD | +19.7% | +7.3% | +12.3% | +19.0% |
| 1Y | +25.6% | +12.4% | +13.2% | +24.9% |
| All | +25.6% | +12.5% | +13.1% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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