+26.6%
KMI vs IWF
-1.6%
+28.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.0% |
| 7D | -5.2% | -4.2% | -1.1% | -6.1% |
| 30D | +1.2% | -8.1% | +9.4% | -0.3% |
| 3M | +1.3% | -5.1% | +6.4% | +0.4% |
| 6M | -1.1% | -1.4% | +0.3% | -1.4% |
| YTD | +19.0% | -0.1% | +19.1% | +18.9% |
| 1Y | +26.6% | -1.3% | +27.8% | +27.0% |
| All | +26.6% | -1.6% | +28.2% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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