+146.9%
KMI vs ONON
-22.6%
+169.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -1.7% | -2.1% | +0.4% | -1.6% |
| 30D | -2.7% | -11.6% | +8.9% | -1.9% |
| 3M | -0.7% | -30.1% | +29.4% | +1.5% |
| 6M | -5.0% | -30.5% | +25.5% | -3.0% |
| YTD | +15.5% | -41.0% | +56.5% | +19.2% |
| 1Y | +16.4% | -36.7% | +53.1% | +19.2% |
| 3Y | +114.2% | -8.6% | +122.8% | +109.4% |
| All | +146.9% | -22.6% | +169.5% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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