+160.5%
KMI vs P
+283.1%
-122.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.7% |
| 7D | -0.4% | +7.8% | -8.2% | -0.9% |
| 30D | +3.7% | +12.3% | -8.7% | +2.8% |
| 3M | +3.2% | +37.1% | -33.9% | +0.9% |
| 6M | -3.0% | +66.1% | -69.1% | -6.9% |
| YTD | +19.7% | +50.9% | -31.3% | +15.3% |
| 1Y | +25.6% | +27.2% | -1.6% | +21.6% |
| 3Y | +120.2% | +158.7% | -38.5% | +92.5% |
| 5Y | +160.5% | +291.1% | -130.6% | +115.4% |
| All | +160.5% | +283.1% | -122.6% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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