+121.6%
KMI vs GRMN
+155.8%
-34.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +6.5% | -0.9% | +7.4% | +6.6% |
| 30D | -3.4% | +1.2% | -4.6% | -3.6% |
| 3M | +0.4% | -8.9% | +9.3% | +1.4% |
| 6M | -0.9% | +23.0% | -23.9% | -4.0% |
| YTD | +20.5% | +41.2% | -20.7% | +13.9% |
| 1Y | +23.2% | +47.5% | -24.3% | +15.5% |
| 3Y | +121.6% | +155.8% | -34.1% | +81.4% |
| All | +121.6% | +155.8% | -34.2% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling