+27.3%
RTX vs KMI
+17.6%
+9.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.5% | -1.7% | +0.2% | -1.4% |
| 30D | -11.0% | -2.7% | -8.2% | -10.7% |
| 3M | +7.7% | -0.7% | +8.3% | +7.8% |
| 6M | -3.9% | -5.0% | +1.1% | -3.6% |
| YTD | +9.0% | +15.5% | -6.5% | +6.8% |
| 1Y | +27.3% | +16.4% | +10.8% | +24.2% |
| All | +27.3% | +17.6% | +9.7% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling