+115.7%
KMI vs TEL
+628.9%
-513.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.6% |
| 7D | -0.4% | -1.4% | +1.1% | +0.2% |
| 30D | +3.7% | -4.9% | +8.5% | +5.6% |
| 3M | +3.2% | +0.1% | +3.1% | +2.0% |
| 6M | -3.0% | +0.4% | -3.3% | -5.6% |
| YTD | +19.7% | -8.9% | +28.6% | +20.5% |
| 1Y | +25.6% | -0.3% | +25.9% | +20.0% |
| 3Y | +120.2% | +67.6% | +52.6% | +56.8% |
| 5Y | +160.5% | +50.7% | +109.8% | +90.1% |
| 10Y | +134.8% | +288.6% | -153.8% | -0.6% |
| All | +115.7% | +628.9% | -513.1% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 all: compounded portfolio wealth divided by compounded TEL 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…
all analysis · Full analysis span regression · 6 months rolling