+192.7%
KMI vs OPEN
-88.9%
+281.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.4% | -0.2% |
| 7D | +6.5% | -15.0% | +21.5% | +6.9% |
| 30D | -3.4% | -40.2% | +36.8% | -2.6% |
| 3M | +0.4% | -67.4% | +67.8% | +2.5% |
| 6M | -0.9% | -74.0% | +73.1% | +1.5% |
| YTD | +20.5% | -79.6% | +100.1% | +23.8% |
| 1Y | +23.2% | -86.1% | +109.3% | +27.6% |
| 3Y | +121.6% | -41.4% | +163.0% | +111.0% |
| 5Y | +149.1% | -94.9% | +243.9% | +139.1% |
| All | +192.7% | -88.9% | +281.6% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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