-53.1%
TEAM vs KMI
+157.3%
-210.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.2% |
| 7D | -4.7% | -1.8% | -2.9% | -4.3% |
| 30D | +17.0% | +0.1% | +17.0% | +16.8% |
| 3M | +85.9% | +1.2% | +84.7% | +84.0% |
| 6M | +116.7% | -3.9% | +120.6% | +117.1% |
| YTD | +9.6% | +17.5% | -7.9% | +0.7% |
| 1Y | -2.5% | +22.6% | -25.2% | -12.4% |
| 3Y | -14.0% | +116.3% | -130.3% | -42.2% |
| 5Y | -53.1% | +157.6% | -210.7% | -67.6% |
| All | -53.1% | +157.3% | -210.4% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling