+154.0%
KMI vs RMD
-22.7%
+176.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.1% | -4.2% | +2.1% | -1.5% |
| 30D | -1.7% | -2.1% | +0.4% | -1.5% |
| 3M | -1.9% | +13.8% | -15.6% | -3.9% |
| 6M | -4.3% | -10.6% | +6.3% | -3.1% |
| YTD | +15.8% | -8.1% | +23.9% | +16.6% |
| 1Y | +17.6% | -18.0% | +35.5% | +20.3% |
| 3Y | +113.1% | +52.9% | +60.3% | +93.7% |
| 5Y | +154.0% | -22.3% | +176.3% | +139.4% |
| All | +154.0% | -22.7% | +176.7% | +139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling