+39.4%
RKT vs KMI
+115.3%
-75.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.6% |
| 7D | -1.0% | -1.8% | +0.8% | -0.8% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | +1.9% | +1.2% | +0.7% | +1.3% |
| 6M | -13.9% | -3.9% | -9.9% | -13.7% |
| YTD | -30.6% | +17.5% | -48.2% | -34.1% |
| 1Y | -34.4% | +22.6% | -57.0% | -38.4% |
| All | +39.4% | +115.3% | -75.9% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling