+494.0%
TEAM vs KMI
+137.5%
+356.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.4% |
| 7D | -7.8% | -2.1% | -5.7% | -7.4% |
| 30D | +16.5% | -1.7% | +18.2% | +16.8% |
| 3M | +96.2% | -1.9% | +98.1% | +96.1% |
| 6M | +130.2% | -4.3% | +134.5% | +130.7% |
| YTD | +10.7% | +15.8% | -5.1% | +5.1% |
| 1Y | +3.0% | +17.6% | -14.6% | -2.8% |
| 3Y | -13.1% | +113.1% | -126.2% | -30.3% |
| 5Y | -52.7% | +154.0% | -206.7% | -63.5% |
| All | +494.0% | +137.5% | +356.5% | +361.5% |
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 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