+208.6%
T vs KMI
+112.8%
+95.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.5% | +6.5% | -4.0% | +1.0% |
| 30D | -3.8% | -3.4% | -0.3% | -3.2% |
| 3M | -8.7% | +0.4% | -9.1% | -9.1% |
| 6M | -8.1% | -0.9% | -7.2% | -8.3% |
| YTD | -6.4% | +20.5% | -26.9% | -10.9% |
| 1Y | -9.8% | +23.2% | -32.9% | -14.5% |
| 3Y | +65.5% | +121.6% | -56.1% | +35.1% |
| 5Y | +57.0% | +149.1% | -92.1% | +23.9% |
| 10Y | +60.8% | +158.3% | -97.5% | +22.1% |
| All | +208.6% | +112.8% | +95.8% | +126.8% |
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