+26.6%
KMI vs GNRC
+17.5%
+9.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.5% | +5.4% | -3.8% |
| 7D | -5.2% | -6.0% | +0.7% | -5.0% |
| 30D | +1.2% | -12.0% | +13.3% | +1.7% |
| 3M | +1.3% | -13.4% | +14.7% | +1.5% |
| 6M | -1.1% | -26.4% | +25.2% | -1.0% |
| YTD | +19.0% | +38.8% | -19.8% | +14.8% |
| 1Y | +26.6% | +20.9% | +5.7% | +22.1% |
| All | +26.6% | +17.5% | +9.0% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling