+114.2%
KMI vs GRMN
+190.9%
-76.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.8% |
| 7D | -1.7% | +2.4% | -4.2% | -2.0% |
| 30D | -2.7% | -8.5% | +5.7% | -1.7% |
| 3M | -0.7% | +19.5% | -20.1% | -3.3% |
| 6M | -5.0% | +21.2% | -26.2% | -7.9% |
| YTD | +15.5% | +41.0% | -25.6% | +9.1% |
| 1Y | +16.4% | +19.6% | -3.2% | +12.9% |
| 3Y | +114.2% | +183.8% | -69.6% | +76.6% |
| All | +114.2% | +190.9% | -76.8% | +76.6% |
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