+26.6%
KMI vs TRI
-22.4%
+49.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.4% | -10.5% | -3.8% |
| 7D | -5.2% | +1.0% | -6.2% | -5.1% |
| 30D | +1.2% | +20.8% | -19.5% | +1.9% |
| 3M | +1.3% | +8.1% | -6.8% | +1.8% |
| 6M | -1.1% | +24.2% | -25.3% | -0.2% |
| YTD | +19.0% | -7.8% | +26.8% | +19.2% |
| 1Y | +26.6% | -16.7% | +43.2% | +28.1% |
| All | +26.6% | -22.4% | +49.0% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling