+19.7%
KMI vs GLXY
+15.1%
+4.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.7% | -0.9% | +1.9% |
| 7D | -0.4% | +15.5% | -15.8% | -0.3% |
| 30D | +3.7% | +34.1% | -30.4% | +3.8% |
| 3M | +3.2% | -11.3% | +14.5% | +3.3% |
| 6M | -3.0% | +31.6% | -34.6% | -3.2% |
| YTD | +19.7% | +21.0% | -1.3% | +19.1% |
| 1Y | +25.6% | +11.7% | +13.9% | +25.3% |
| All | +19.7% | +15.1% | +4.6% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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