+115.7%
KMI vs TSN
+291.3%
-175.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.2% | +1.3% |
| 7D | -0.4% | -5.0% | +4.7% | +1.1% |
| 30D | +3.7% | -9.1% | +12.7% | +6.6% |
| 3M | +3.2% | -7.4% | +10.6% | +5.2% |
| 6M | -3.0% | -13.4% | +10.4% | +0.5% |
| YTD | +19.7% | -8.5% | +28.1% | +21.6% |
| 1Y | +25.6% | -3.2% | +28.8% | +25.1% |
| 3Y | +120.2% | +11.5% | +108.7% | +105.4% |
| 5Y | +160.5% | -19.5% | +180.0% | +166.9% |
| 10Y | +134.8% | -9.1% | +143.9% | +119.0% |
| All | +115.7% | +291.3% | -175.6% | +31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling