+439.0%
RTX vs KMI
+107.5%
+331.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.4% |
| 7D | -5.2% | -0.5% | -4.7% | -5.0% |
| 30D | -9.4% | +0.9% | -10.3% | -9.8% |
| 3M | +12.3% | 0.0% | +12.3% | +11.9% |
| 6M | -3.1% | -5.7% | +2.6% | -1.4% |
| YTD | +10.7% | +17.5% | -6.8% | +2.9% |
| 1Y | +28.4% | +22.3% | +6.1% | +17.2% |
| 3Y | +147.1% | +111.9% | +35.1% | +77.6% |
| 5Y | +167.2% | +151.8% | +15.4% | +77.3% |
| 10Y | +274.7% | +138.7% | +136.1% | +140.1% |
| All | +439.0% | +107.5% | +331.5% | +227.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling