+22.3%
KMI vs KWEB
-27.0%
+49.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.6% |
| 7D | -0.5% | -1.0% | +0.5% | -0.5% |
| 30D | +0.9% | -8.7% | +9.6% | +0.8% |
| 3M | 0.0% | -4.0% | +4.0% | +0.3% |
| 6M | -5.7% | -13.1% | +7.4% | -5.1% |
| YTD | +17.5% | -23.5% | +41.0% | +18.5% |
| 1Y | +22.3% | -27.2% | +49.4% | +25.3% |
| All | +22.3% | -27.0% | +49.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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