+114.2%
KMI vs NYT
+56.2%
+58.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -1.7% | -0.6% | -1.1% | -1.7% |
| 30D | -2.7% | +4.6% | -7.3% | -3.1% |
| 3M | -0.7% | -9.6% | +8.9% | -0.1% |
| 6M | -5.0% | -14.0% | +9.0% | -4.1% |
| YTD | +15.5% | -2.8% | +18.3% | +14.7% |
| 1Y | +16.4% | +15.6% | +0.8% | +13.2% |
| 3Y | +114.2% | +56.3% | +57.8% | +92.6% |
| All | +114.2% | +56.2% | +58.0% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 3y: compounded portfolio wealth divided by compounded NYT 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…
3y analysis · Full analysis span regression · 6 months rolling