+26.6%
KMI vs QID
-21.1%
+47.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.9% |
| 7D | -5.2% | +9.8% | -15.0% | -6.1% |
| 30D | +1.2% | +18.9% | -17.7% | -0.3% |
| 3M | +1.3% | +9.6% | -8.3% | +0.4% |
| 6M | -1.1% | -7.8% | +6.7% | -1.2% |
| YTD | +19.0% | -23.3% | +42.3% | +19.1% |
| 1Y | +26.6% | -22.0% | +48.6% | +27.1% |
| All | +26.6% | -21.1% | +47.7% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling