+280.0%
RTX vs KMI
+137.5%
+142.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.0% |
| 7D | -2.0% | -2.1% | +0.1% | -1.0% |
| 30D | -11.2% | -1.7% | -9.5% | -10.5% |
| 3M | +12.0% | -1.9% | +13.9% | +12.6% |
| 6M | -3.6% | -4.3% | +0.8% | -2.3% |
| YTD | +9.2% | +15.8% | -6.6% | -0.1% |
| 1Y | +29.7% | +17.6% | +12.1% | +17.3% |
| 3Y | +152.0% | +113.1% | +38.8% | +59.9% |
| 5Y | +165.8% | +154.0% | +11.8% | +49.3% |
| All | +280.0% | +137.5% | +142.5% | +100.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling