+523.3%
ON vs KMI
+158.9%
+364.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +12.2% | +6.5% | +5.7% | +7.8% |
| 30D | -3.1% | -3.4% | +0.3% | -0.9% |
| 3M | -12.9% | +0.4% | -13.3% | -13.4% |
| 6M | -38.6% | -0.9% | -37.7% | -39.2% |
| YTD | +31.2% | +20.5% | +10.7% | +12.4% |
| 1Y | +47.6% | +23.2% | +24.5% | +24.2% |
| 3Y | +6.6% | +121.6% | -115.0% | -44.5% |
| 5Y | +21.3% | +149.1% | -127.8% | -42.7% |
| All | +523.3% | +158.9% | +364.4% | +151.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling