+117.6%
KMI vs S
+54.2%
+63.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.0% |
| 7D | -5.1% | +1.4% | -6.5% | -5.2% |
| 30D | -3.1% | -10.8% | +7.7% | -2.8% |
| 3M | +0.2% | +5.4% | -5.2% | -0.2% |
| 6M | +1.1% | +41.2% | -40.1% | -0.7% |
| YTD | +17.7% | +56.2% | -38.5% | +14.9% |
| 1Y | +19.6% | +36.3% | -16.7% | +17.7% |
| 3Y | +117.6% | +49.4% | +68.2% | +110.7% |
| All | +117.6% | +54.2% | +63.4% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling