+117.2%
KMI vs GRMN
+1,346.9%
-1,229.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +6.5% | -0.9% | +7.4% | +6.8% |
| 30D | -3.4% | +1.2% | -4.6% | -4.1% |
| 3M | +0.4% | -8.9% | +9.3% | +2.8% |
| 6M | -0.9% | +23.0% | -23.9% | -8.6% |
| YTD | +20.5% | +41.2% | -20.7% | +5.1% |
| 1Y | +23.2% | +47.5% | -24.3% | +5.7% |
| 3Y | +121.6% | +155.8% | -34.1% | +48.0% |
| 5Y | +149.1% | +120.2% | +28.9% | +72.9% |
| 10Y | +158.3% | +629.9% | -471.6% | +13.3% |
| All | +117.2% | +1,346.9% | -1,229.7% | -28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling