+154.0%
KMI vs TSN
-18.6%
+172.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.8% |
| 7D | -2.1% | +1.4% | -3.4% | -2.3% |
| 30D | -1.7% | -6.2% | +4.5% | -0.5% |
| 3M | -1.9% | -5.7% | +3.8% | -1.0% |
| 6M | -4.3% | -11.4% | +7.0% | -2.5% |
| YTD | +15.8% | -8.2% | +24.0% | +16.8% |
| 1Y | +17.6% | -2.0% | +19.6% | +16.5% |
| 3Y | +113.1% | +11.9% | +101.3% | +99.8% |
| 5Y | +154.0% | -17.8% | +171.7% | +155.5% |
| All | +154.0% | -18.6% | +172.6% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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