+115.7%
KMI vs QID
-99.9%
+215.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.6% | +1.9% |
| 7D | -0.4% | -2.7% | +2.4% | -1.1% |
| 30D | +3.7% | +1.8% | +1.9% | +4.2% |
| 3M | +3.2% | -2.2% | +5.3% | +2.9% |
| 6M | -3.0% | -32.1% | +29.1% | -12.1% |
| YTD | +19.7% | -28.6% | +48.2% | +10.1% |
| 1Y | +25.6% | -36.3% | +61.9% | +12.3% |
| 3Y | +120.2% | -74.4% | +194.6% | +59.6% |
| 5Y | +160.5% | -80.8% | +241.3% | +90.4% |
| 10Y | +134.8% | -99.1% | +233.9% | -29.9% |
| All | +115.7% | -99.9% | +215.6% | -63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling