+26.6%
KMI vs QS
-71.4%
+98.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +7.5% | -11.6% | -3.9% |
| 7D | -5.2% | +4.5% | -9.7% | -5.1% |
| 30D | +1.2% | -4.1% | +5.4% | +1.3% |
| 3M | +1.3% | -22.1% | +23.5% | +1.1% |
| 6M | -1.1% | -38.4% | +37.2% | -1.7% |
| YTD | +19.0% | -57.5% | +76.5% | +20.6% |
| 1Y | +26.6% | -71.3% | +97.9% | +30.6% |
| All | +26.6% | -71.4% | +98.0% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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