-27.1%
RKT vs KMI
+201.7%
-228.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -6.3% | -1.7% | -4.5% | -5.7% |
| 30D | -6.2% | -2.7% | -3.5% | -5.5% |
| 3M | -1.9% | -0.7% | -1.2% | -2.4% |
| 6M | -13.0% | -5.0% | -8.0% | -12.4% |
| YTD | -31.9% | +15.5% | -47.4% | -37.1% |
| 1Y | -37.6% | +16.4% | -54.0% | -42.6% |
| 3Y | +36.8% | +114.2% | -77.3% | -12.8% |
| 5Y | -9.7% | +153.3% | -163.0% | -44.3% |
| All | -27.1% | +201.7% | -228.8% | -50.5% |
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 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