+115.7%
KMI vs XPO
+4,824.2%
-4,708.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.1% |
| 7D | -0.4% | +2.7% | -3.1% | -0.9% |
| 30D | +3.7% | -6.2% | +9.8% | +4.7% |
| 3M | +3.2% | -15.4% | +18.6% | +5.9% |
| 6M | -3.0% | +0.7% | -3.7% | -4.0% |
| YTD | +19.7% | +39.8% | -20.2% | +10.8% |
| 1Y | +25.6% | +43.3% | -17.7% | +15.2% |
| 3Y | +120.2% | +166.0% | -45.8% | +71.9% |
| 5Y | +160.5% | +274.2% | -113.7% | +81.6% |
| 10Y | +134.8% | +1,429.0% | -1,294.2% | +17.7% |
| All | +115.7% | +4,824.2% | -4,708.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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