+160.5%
KMI vs KEY
+39.4%
+121.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.2% |
| 7D | -0.4% | +2.7% | -3.1% | -1.0% |
| 30D | +3.7% | -3.2% | +6.9% | +4.4% |
| 3M | +3.2% | +1.0% | +2.2% | +2.8% |
| 6M | -3.0% | +11.9% | -14.9% | -5.6% |
| YTD | +19.7% | +8.7% | +11.0% | +16.9% |
| 1Y | +25.6% | +18.5% | +7.2% | +20.1% |
| 3Y | +120.2% | +124.0% | -3.7% | +79.4% |
| 5Y | +160.5% | +40.8% | +119.7% | +111.7% |
| All | +160.5% | +39.4% | +121.1% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 5y: compounded portfolio wealth divided by compounded KEY 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…
5y analysis · Full analysis span regression · 6 months rolling