+53.1%
RGTI vs KMI
+150.6%
-97.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.3% |
| 7D | -0.1% | -2.1% | +1.9% | +1.1% |
| 30D | -16.2% | -1.7% | -14.5% | -15.7% |
| 3M | -22.0% | -1.9% | -20.1% | -22.4% |
| 6M | -10.8% | -4.3% | -6.4% | -10.0% |
| YTD | -31.6% | +15.8% | -47.4% | -39.2% |
| 1Y | -6.4% | +17.6% | -23.9% | -17.7% |
| 3Y | +665.7% | +113.1% | +552.5% | +352.8% |
| 5Y | +55.6% | +154.0% | -98.3% | -2.6% |
| All | +53.1% | +150.6% | -97.5% | -4.6% |
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