+272.0%
O vs KMI
+113.4%
+158.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.0% |
| 7D | -0.4% | +6.0% | -6.4% | -2.3% |
| 30D | +8.3% | -3.4% | +11.7% | +9.3% |
| 3M | -4.0% | +1.8% | -5.8% | -4.9% |
| 6M | -2.6% | +0.4% | -3.1% | -3.3% |
| YTD | +9.9% | +20.8% | -10.9% | +2.2% |
| 1Y | +9.8% | +23.0% | -13.1% | +1.5% |
| 3Y | +39.7% | +123.3% | -83.6% | +3.2% |
| 5Y | +9.2% | +149.8% | -140.6% | -23.3% |
| 10Y | +81.5% | +159.0% | -77.5% | +18.2% |
| All | +272.0% | +113.4% | +158.6% | +115.2% |
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