+25.6%
KMI vs USFD
+32.2%
-6.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.8% | +1.9% |
| 7D | -0.4% | -3.3% | +3.0% | -0.3% |
| 30D | +3.7% | -5.3% | +9.0% | +3.8% |
| 3M | +3.2% | +18.8% | -15.6% | +2.2% |
| 6M | -3.0% | +14.3% | -17.3% | -3.4% |
| YTD | +19.7% | +36.9% | -17.2% | +17.3% |
| 1Y | +25.6% | +31.7% | -6.1% | +26.1% |
| All | +25.6% | +32.2% | -6.5% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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