+146.4%
KMI vs TECH
-41.0%
+187.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +6.5% | +0.1% | +6.4% | +6.5% |
| 30D | -3.4% | +0.5% | -4.0% | -3.5% |
| 3M | +0.4% | +1.1% | -0.7% | +0.3% |
| 6M | -0.9% | +62.8% | -63.8% | -6.0% |
| YTD | +20.5% | +24.5% | -4.0% | +16.7% |
| 1Y | +23.2% | +20.6% | +2.5% | +19.7% |
| 3Y | +121.6% | +29.5% | +92.1% | +105.6% |
| All | +146.4% | -41.0% | +187.4% | +144.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling