-14.3%
TEAM vs KMI
+122.7%
-137.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -2.4% | +6.5% | -8.9% | -2.7% |
| 30D | -26.7% | -3.4% | -23.3% | -26.7% |
| 3M | -9.6% | +0.4% | -10.0% | -9.8% |
| 6M | +86.0% | -0.9% | +87.0% | +86.0% |
| YTD | -7.5% | +20.5% | -28.0% | -13.2% |
| 1Y | -1.4% | +23.2% | -24.5% | -8.3% |
| 3Y | -14.3% | +121.6% | -135.9% | -34.8% |
| All | -14.3% | +122.7% | -137.0% | -34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling