+111.9%
KMI vs TRI
+269.9%
-158.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -1.8% | -8.4% | +6.6% | +0.9% |
| 30D | +0.1% | -6.5% | +6.5% | +1.8% |
| 3M | +1.2% | +18.6% | -17.4% | -7.0% |
| 6M | -3.9% | -10.4% | +6.5% | -2.9% |
| YTD | +17.5% | -23.7% | +41.2% | +25.7% |
| 1Y | +22.6% | -42.5% | +65.1% | +49.1% |
| 3Y | +116.3% | -19.3% | +135.6% | +116.5% |
| 5Y | +157.6% | -9.7% | +167.3% | +137.6% |
| 10Y | +136.6% | +194.4% | -57.9% | +7.8% |
| All | +111.9% | +269.9% | -158.1% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling