-39.4%
RDDT vs KMI
+17.6%
-57.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.4% |
| 7D | +2.1% | -1.7% | +3.9% | +1.2% |
| 30D | +2.8% | -2.7% | +5.6% | +1.6% |
| 3M | -8.9% | -0.7% | -8.3% | -8.5% |
| 6M | +15.1% | -5.0% | +20.0% | +14.8% |
| YTD | -31.4% | +15.5% | -46.8% | -30.2% |
| 1Y | -39.4% | +16.4% | -55.9% | -38.9% |
| All | -39.4% | +17.6% | -57.0% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling