+154.0%
KMI vs TD
+122.4%
+31.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.8% |
| 7D | -2.1% | -2.6% | +0.5% | -1.0% |
| 30D | -1.7% | -1.0% | -0.7% | -1.4% |
| 3M | -1.9% | +5.6% | -7.5% | -4.5% |
| 6M | -4.3% | +27.1% | -31.4% | -14.4% |
| YTD | +15.8% | +29.4% | -13.6% | +2.7% |
| 1Y | +17.6% | +60.7% | -43.1% | -5.9% |
| 3Y | +113.1% | +127.6% | -14.5% | +40.7% |
| 5Y | +154.0% | +125.4% | +28.6% | +50.0% |
| All | +154.0% | +122.4% | +31.6% | +50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling