+18.5%
ONDS vs KMI
+194.5%
-175.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.3% |
| 7D | -4.2% | -1.8% | -2.5% | -3.2% |
| 30D | -21.7% | +0.1% | -21.8% | -21.9% |
| 3M | -24.5% | +1.2% | -25.6% | -26.0% |
| 6M | -25.0% | -3.9% | -21.1% | -24.5% |
| YTD | -25.3% | +17.5% | -42.8% | -34.2% |
| 1Y | +33.8% | +22.6% | +11.1% | +14.6% |
| 3Y | +699.3% | +116.3% | +583.1% | +363.8% |
| 5Y | -5.2% | +157.6% | -162.8% | -47.6% |
| All | +18.5% | +194.5% | -175.9% | -33.5% |
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