+20.9%
KMI vs TD
+55.6%
-34.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -3.9% |
| 7D | -10.3% | -3.2% | -7.1% | -10.0% |
| 30D | -5.3% | +4.9% | -10.2% | -5.4% |
| 3M | -2.1% | +2.3% | -4.4% | -2.2% |
| 6M | -4.8% | +17.8% | -22.6% | -5.8% |
| YTD | +14.0% | +33.5% | -19.5% | +11.3% |
| 1Y | +20.9% | +55.9% | -35.0% | +13.0% |
| All | +20.9% | +55.6% | -34.7% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling