+129.5%
KMI vs TRMB
+121.9%
+7.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.8% |
| 7D | -1.7% | -3.0% | +1.3% | -0.7% |
| 30D | -2.7% | +2.3% | -5.1% | -3.7% |
| 3M | -0.7% | +15.3% | -16.0% | -5.9% |
| 6M | -5.0% | -14.7% | +9.7% | -0.9% |
| YTD | +15.5% | -26.4% | +41.9% | +26.0% |
| 1Y | +16.4% | -30.4% | +46.8% | +29.0% |
| 3Y | +114.2% | +13.5% | +100.6% | +92.2% |
| 5Y | +153.3% | -38.6% | +191.8% | +180.3% |
| All | +129.5% | +121.9% | +7.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling