+129.5%
KMI vs RMD
+274.3%
-144.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.7% | -4.4% | +2.7% | -0.9% |
| 30D | -2.7% | -3.1% | +0.4% | -2.3% |
| 3M | -0.7% | +13.8% | -14.5% | -3.4% |
| 6M | -5.0% | -8.6% | +3.6% | -3.9% |
| YTD | +15.5% | -8.6% | +24.1% | +16.6% |
| 1Y | +16.4% | -19.7% | +36.1% | +20.4% |
| 3Y | +114.2% | +48.4% | +65.8% | +91.3% |
| 5Y | +153.3% | -22.7% | +176.0% | +156.1% |
| All | +129.5% | +274.3% | -144.8% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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