+157.6%
KMI vs GEN
+20.0%
+137.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -1.8% | -2.9% | +1.2% | -1.4% |
| 30D | +0.1% | +2.1% | -2.0% | -0.3% |
| 3M | +1.2% | +19.7% | -18.5% | -1.7% |
| 6M | -3.9% | +33.3% | -37.2% | -8.6% |
| YTD | +17.5% | +11.1% | +6.4% | +15.3% |
| 1Y | +22.6% | +3.0% | +19.6% | +22.0% |
| 3Y | +116.3% | +57.9% | +58.4% | +96.9% |
| 5Y | +157.6% | +20.6% | +137.0% | +142.6% |
| All | +157.6% | +20.0% | +137.6% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling