-5.4%
RKT vs KMI
+148.3%
-153.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -9.0% | +6.5% | -15.5% | -11.0% |
| 30D | +30.2% | -3.4% | +33.6% | +31.2% |
| 3M | -8.8% | +0.4% | -9.2% | -9.9% |
| 6M | -0.9% | -0.9% | 0.0% | -2.3% |
| YTD | -29.2% | +20.5% | -49.7% | -37.4% |
| 1Y | -20.1% | +23.2% | -43.2% | -30.3% |
| 3Y | +81.3% | +121.6% | -40.3% | -7.9% |
| All | -5.4% | +148.3% | -153.7% | -55.5% |
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 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