+144.9%
KMI vs OPEN
-94.2%
+239.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.2% |
| 7D | +0.2% | -31.1% | +31.3% | +1.0% |
| 30D | -3.7% | -34.7% | +31.0% | -2.9% |
| 3M | +1.2% | -61.9% | +63.1% | +3.3% |
| 6M | -0.3% | -71.9% | +71.6% | +2.4% |
| YTD | +19.2% | -76.6% | +95.8% | +22.6% |
| 1Y | +21.7% | -83.9% | +105.6% | +26.2% |
| 3Y | +120.4% | -34.4% | +154.8% | +106.9% |
| 5Y | +144.9% | -93.9% | +238.8% | +155.8% |
| All | +144.9% | -94.2% | +239.1% | +155.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling