+17.9%
ONDS vs KMI
+190.1%
-172.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.3% |
| 7D | -5.0% | -2.1% | -2.9% | -3.8% |
| 30D | -25.6% | -1.7% | -23.9% | -25.0% |
| 3M | -22.1% | -1.9% | -20.2% | -22.2% |
| 6M | -27.6% | -4.3% | -23.2% | -26.9% |
| YTD | -25.7% | +15.8% | -41.5% | -34.0% |
| 1Y | +30.4% | +17.6% | +12.8% | +14.7% |
| 3Y | +695.0% | +113.1% | +581.8% | +365.1% |
| 5Y | -2.2% | +154.0% | -156.1% | -45.4% |
| All | +17.9% | +190.1% | -172.3% | -33.3% |
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