+22.6%
KMI vs TT
+8.2%
+14.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | -1.8% | +1.4% | -3.2% | -1.8% |
| 30D | +0.1% | -6.7% | +6.7% | +0.2% |
| 3M | +1.2% | -5.4% | +6.6% | +1.2% |
| 6M | -3.9% | +4.4% | -8.3% | -4.7% |
| YTD | +17.5% | +14.9% | +2.6% | +15.4% |
| 1Y | +22.6% | +9.3% | +13.4% | +21.6% |
| All | +22.6% | +8.2% | +14.4% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 1y: compounded portfolio wealth divided by compounded TT 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…
1y analysis · Full analysis span regression · 6 months rolling