+952.8%
LOW vs KMI
+107.5%
+845.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.5% |
| 7D | -0.6% | -1.8% | +1.1% | -0.1% |
| 30D | -9.3% | +0.1% | -9.3% | -9.4% |
| 3M | -8.1% | +1.2% | -9.2% | -8.7% |
| 6M | -19.8% | -3.9% | -15.8% | -19.2% |
| YTD | -16.4% | +17.5% | -33.9% | -21.1% |
| 1Y | -24.7% | +22.6% | -47.3% | -30.1% |
| 3Y | -8.8% | +116.3% | -125.1% | -31.0% |
| 5Y | +7.8% | +157.6% | -149.8% | -23.8% |
| 10Y | +233.8% | +136.6% | +97.3% | +129.3% |
| All | +952.8% | +107.5% | +845.3% | +588.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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