+111.8%
KMI vs GEN
+370.6%
-258.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.2% |
| 7D | -0.5% | -1.2% | +0.7% | -0.3% |
| 30D | +0.9% | +10.1% | -9.2% | -1.3% |
| 3M | 0.0% | +16.1% | -16.1% | -3.6% |
| 6M | -5.7% | +38.9% | -44.6% | -13.3% |
| YTD | +17.5% | +14.4% | +3.0% | +12.6% |
| 1Y | +22.3% | +5.9% | +16.4% | +19.2% |
| 3Y | +111.9% | +58.8% | +53.1% | +84.8% |
| 5Y | +151.8% | +24.7% | +127.2% | +127.5% |
| 10Y | +138.7% | +163.1% | -24.4% | +64.9% |
| All | +111.8% | +370.6% | -258.8% | +14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling