+146.4%
KMI vs GEN
+33.3%
+113.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.6% |
| 7D | +6.5% | +2.0% | +4.5% | +6.3% |
| 30D | -3.4% | +27.7% | -31.2% | -6.6% |
| 3M | +0.4% | +3.3% | -2.9% | -0.5% |
| 6M | -0.9% | +31.8% | -32.7% | -5.7% |
| YTD | +20.5% | +13.5% | +7.0% | +17.6% |
| 1Y | +23.2% | +16.0% | +7.1% | +19.6% |
| 3Y | +121.6% | +70.6% | +51.0% | +98.8% |
| All | +146.4% | +33.3% | +113.1% | +119.0% |
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