+129.5%
KMI vs QSR
+135.2%
-5.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -1.7% | -4.0% | +2.3% | -0.1% |
| 30D | -2.7% | +2.8% | -5.5% | -4.0% |
| 3M | -0.7% | +5.1% | -5.8% | -3.1% |
| 6M | -5.0% | +8.8% | -13.8% | -9.0% |
| YTD | +15.5% | +14.8% | +0.6% | +7.6% |
| 1Y | +16.4% | +25.7% | -9.3% | +4.0% |
| 3Y | +114.2% | +27.5% | +86.6% | +84.5% |
| 5Y | +153.3% | +41.3% | +112.0% | +103.2% |
| All | +129.5% | +135.2% | -5.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling