-9.7%
RKT vs KMI
+151.2%
-160.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -7.2% | -2.1% | -5.2% | -6.5% |
| 30D | -7.9% | -1.7% | -6.2% | -7.5% |
| 3M | +5.2% | -1.9% | +7.1% | +5.0% |
| 6M | -14.9% | -4.3% | -10.6% | -14.5% |
| YTD | -31.9% | +15.8% | -47.7% | -38.1% |
| 1Y | -36.9% | +17.6% | -54.5% | -43.3% |
| 3Y | +35.7% | +113.1% | -77.4% | -26.5% |
| 5Y | -9.7% | +154.0% | -163.7% | -55.1% |
| All | -9.7% | +151.2% | -160.8% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling