+118.0%
KMI vs OPEN
-21.9%
+139.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.8% |
| 7D | -1.8% | -2.9% | +1.2% | -1.7% |
| 30D | +0.1% | -13.8% | +13.9% | +0.2% |
| 3M | +1.2% | -30.9% | +32.0% | +1.5% |
| 6M | -3.9% | -40.9% | +37.0% | -3.5% |
| YTD | +17.5% | -48.5% | +66.1% | +18.1% |
| 1Y | +22.6% | -50.9% | +73.5% | +22.7% |
| All | +118.0% | -21.9% | +139.9% | +109.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling