+176.9%
KMI vs RPRX
+52.7%
+124.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.7% | -8.4% | +6.6% | -0.4% |
| 30D | -2.7% | -0.6% | -2.1% | -2.8% |
| 3M | -0.7% | +6.4% | -7.1% | -1.9% |
| 6M | -5.0% | +26.6% | -31.6% | -8.9% |
| YTD | +15.5% | +53.8% | -38.3% | +7.0% |
| 1Y | +16.4% | +62.8% | -46.4% | +6.6% |
| 3Y | +114.2% | +118.0% | -3.9% | +84.9% |
| 5Y | +153.3% | +71.2% | +82.1% | +128.8% |
| All | +176.9% | +52.7% | +124.3% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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