+64.7%
RSP vs KMI
+119.1%
-54.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.1% | -0.5% |
| 7D | +0.7% | -5.1% | +5.8% | +1.8% |
| 30D | +3.7% | -3.1% | +6.8% | +4.2% |
| 3M | +0.7% | +0.2% | +0.4% | +0.3% |
| 6M | +9.0% | +1.1% | +7.9% | +8.0% |
| YTD | +16.7% | +17.7% | -1.1% | +9.9% |
| 1Y | +19.0% | +19.6% | -0.6% | +11.4% |
| 3Y | +64.7% | +117.6% | -52.9% | +18.7% |
| All | +64.7% | +119.1% | -54.3% | +18.7% |
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