+129.5%
KMI vs GEN
+159.8%
-30.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -1.7% | -1.3% | -0.4% | -1.5% |
| 30D | -2.7% | +6.1% | -8.9% | -3.9% |
| 3M | -0.7% | +27.0% | -27.6% | -5.1% |
| 6M | -5.0% | +43.9% | -48.8% | -11.8% |
| YTD | +15.5% | +13.0% | +2.5% | +11.9% |
| 1Y | +16.4% | +4.0% | +12.4% | +14.6% |
| 3Y | +114.2% | +66.2% | +48.0% | +90.2% |
| 5Y | +153.3% | +23.2% | +130.1% | +133.7% |
| All | +129.5% | +159.8% | -30.3% | +69.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling