+162.9%
RTX vs KMI
+157.3%
+5.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | 0.0% |
| 7D | -1.6% | -1.8% | +0.1% | -1.0% |
| 30D | -11.6% | +0.1% | -11.6% | -11.6% |
| 3M | +9.2% | +1.2% | +8.0% | +8.3% |
| 6M | -4.4% | -3.9% | -0.5% | -3.6% |
| YTD | +8.9% | +17.5% | -8.6% | +1.3% |
| 1Y | +32.1% | +22.6% | +9.5% | +20.5% |
| 3Y | +151.2% | +116.3% | +34.9% | +74.7% |
| 5Y | +162.9% | +157.6% | +5.3% | +59.3% |
| All | +162.9% | +157.3% | +5.6% | +59.3% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling