+118.0%
KMI vs TECH
+1.4%
+116.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | +0.1% | +0.3% | -0.2% | 0.0% |
| 3M | +1.2% | +32.9% | -31.8% | -0.5% |
| 6M | -3.9% | +32.1% | -36.0% | -5.6% |
| YTD | +17.5% | +23.4% | -5.9% | +15.6% |
| 1Y | +22.6% | +34.1% | -11.4% | +19.2% |
| All | +118.0% | +1.4% | +116.6% | +119.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling