+139.6%
KMI vs RACE
+738.3%
-598.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.4% | +1.9% |
| 7D | -6.5% | +3.9% | -10.5% | -7.5% |
| 30D | -5.1% | +7.4% | -12.5% | -7.0% |
| 3M | 0.0% | +1.6% | -1.6% | -0.8% |
| 6M | -0.9% | +23.3% | -24.2% | -7.5% |
| YTD | +15.4% | +14.7% | +0.7% | +9.2% |
| 1Y | +19.5% | +2.5% | +16.9% | +16.9% |
| 3Y | +116.3% | +28.0% | +88.3% | +87.5% |
| 5Y | +136.6% | +69.8% | +66.8% | +80.6% |
| 10Y | +139.6% | +734.9% | -595.3% | +9.0% |
| All | +139.6% | +738.3% | -598.7% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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