+21.7%
KMI vs TT
-0.9%
+22.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.2% |
| 7D | +0.2% | +3.5% | -3.3% | 0.0% |
| 30D | -3.7% | -11.0% | +7.4% | -3.4% |
| 3M | +1.2% | -12.0% | +13.2% | +1.4% |
| 6M | -0.3% | -10.4% | +10.2% | -0.1% |
| YTD | +19.2% | +9.9% | +9.3% | +16.9% |
| 1Y | +21.7% | +1.5% | +20.2% | +20.4% |
| All | +21.7% | -0.9% | +22.6% | +20.4% |
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