+155.6%
KMI vs LDOS
+241.3%
-85.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.1% |
| 7D | +0.2% | -1.3% | +1.5% | +0.6% |
| 30D | -3.7% | +10.1% | -13.8% | -7.0% |
| 3M | +1.2% | -4.7% | +5.9% | +2.3% |
| 6M | -0.3% | +5.6% | -5.8% | -3.4% |
| YTD | +19.2% | -25.1% | +44.3% | +29.1% |
| 1Y | +21.7% | -31.7% | +53.4% | +36.4% |
| 3Y | +120.4% | +33.7% | +86.7% | +79.8% |
| 5Y | +144.9% | +54.4% | +90.5% | +82.7% |
| 10Y | +155.6% | +236.4% | -80.8% | +56.0% |
| All | +155.6% | +241.3% | -85.7% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling