+2,055.0%
TER vs KMI
+107.5%
+1,947.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.7% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | -8.3% | +0.9% | -9.2% | -8.8% |
| 3M | -12.2% | 0.0% | -12.2% | -12.7% |
| 6M | +17.1% | -5.7% | +22.8% | +18.6% |
| YTD | +84.7% | +17.5% | +67.2% | +71.2% |
| 1Y | +199.9% | +22.3% | +177.6% | +172.7% |
| 3Y | +232.8% | +111.9% | +120.8% | +139.1% |
| 5Y | +198.6% | +151.8% | +46.7% | +99.6% |
| 10Y | +1,669.7% | +138.7% | +1,531.1% | +1,043.6% |
| All | +2,055.0% | +107.5% | +1,947.5% | +1,245.8% |
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 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