+129.5%
KMI vs TD
+306.3%
-176.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | -1.7% | -0.5% | -1.2% | -1.4% |
| 30D | -2.7% | -1.9% | -0.8% | -1.7% |
| 3M | -0.7% | +4.8% | -5.4% | -4.3% |
| 6M | -5.0% | +28.0% | -33.0% | -20.5% |
| YTD | +15.5% | +30.3% | -14.8% | -4.8% |
| 1Y | +16.4% | +59.8% | -43.3% | -16.9% |
| 3Y | +114.2% | +124.7% | -10.5% | +16.4% |
| 5Y | +153.3% | +127.0% | +26.3% | +32.3% |
| All | +129.5% | +306.3% | -176.8% | -26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling