-17.0%
TEAM vs KMI
+115.3%
-132.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.9% |
| 7D | -4.7% | -1.8% | -2.9% | -4.5% |
| 30D | +17.0% | +0.1% | +17.0% | +16.9% |
| 3M | +85.9% | +1.2% | +84.7% | +84.7% |
| 6M | +116.7% | -3.9% | +120.6% | +117.2% |
| YTD | +9.6% | +17.5% | -7.9% | +2.3% |
| 1Y | -2.5% | +22.6% | -25.2% | -10.8% |
| All | -17.0% | +115.3% | -132.2% | -45.2% |
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