+145.2%
TE vs KMI
+17.6%
+127.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.6% |
| 7D | +0.2% | -1.7% | +1.9% | -0.2% |
| 30D | -5.9% | -2.7% | -3.2% | -6.3% |
| 3M | -45.6% | -0.7% | -44.9% | -45.8% |
| 6M | -43.4% | -5.0% | -38.4% | -44.1% |
| YTD | -31.0% | +15.5% | -46.5% | -46.7% |
| 1Y | +145.2% | +16.4% | +128.8% | +86.8% |
| All | +145.2% | +17.6% | +127.6% | +86.8% |
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 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