+130.2%
KMI vs TECH
+189.8%
-59.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | -2.1% | -0.5% | -1.5% | -2.0% |
| 30D | -1.7% | 0.0% | -1.7% | -1.7% |
| 3M | -1.9% | +37.4% | -39.3% | -7.2% |
| 6M | -4.3% | +36.9% | -41.2% | -10.2% |
| YTD | +15.8% | +23.1% | -7.3% | +10.1% |
| 1Y | +17.6% | +42.2% | -24.7% | +8.1% |
| 3Y | +113.1% | +1.9% | +111.2% | +102.8% |
| 5Y | +154.0% | -42.9% | +196.9% | +171.5% |
| All | +130.2% | +189.8% | -59.6% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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