+26.6%
KMI vs GEN
+20.2%
+6.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.0% | -8.1% | -4.0% |
| 7D | -5.2% | +26.9% | -32.1% | -4.7% |
| 30D | +1.2% | +38.6% | -37.4% | +2.2% |
| 3M | +1.3% | +9.7% | -8.4% | +1.2% |
| 6M | -1.1% | +58.9% | -60.1% | 0.0% |
| YTD | +19.0% | +15.3% | +3.6% | +19.6% |
| 1Y | +26.6% | +21.8% | +4.8% | +26.1% |
| All | +26.6% | +20.2% | +6.4% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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