+146.4%
KMI vs TRMB
-36.0%
+182.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | +6.5% | +2.8% | +3.7% | +5.9% |
| 30D | -3.4% | -5.9% | +2.4% | -2.6% |
| 3M | +0.4% | -3.3% | +3.7% | +0.5% |
| 6M | -0.9% | +1.3% | -2.3% | -2.2% |
| YTD | +20.5% | -29.0% | +49.5% | +28.7% |
| 1Y | +23.2% | -27.8% | +50.9% | +30.8% |
| 3Y | +121.6% | +36.3% | +85.3% | +97.2% |
| All | +146.4% | -36.0% | +182.5% | +155.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling