+802.8%
TEAM vs KMI
+240.1%
+562.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -0.4% | -0.5% | +0.1% | -0.3% |
| 30D | +67.3% | +0.9% | +66.4% | +66.7% |
| 3M | +86.8% | 0.0% | +86.8% | +86.0% |
| 6M | +146.8% | -5.7% | +152.5% | +148.4% |
| YTD | +16.9% | +17.5% | -0.6% | +10.8% |
| 1Y | +12.8% | +22.3% | -9.5% | +5.6% |
| 3Y | -7.3% | +111.9% | -119.2% | -25.1% |
| 5Y | -50.7% | +151.8% | -202.6% | -61.7% |
| 10Y | +529.8% | +138.7% | +391.2% | +376.7% |
| All | +802.8% | +240.1% | +562.6% | +483.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling