+84.6%
TGT vs KMI
+21.6%
+63.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | +12.2% | +0.9% | +11.3% | +11.9% |
| 3M | +33.8% | 0.0% | +33.8% | +33.5% |
| 6M | +39.3% | -5.7% | +45.0% | +40.8% |
| YTD | +72.9% | +17.5% | +55.4% | +67.6% |
| 1Y | +84.6% | +22.3% | +62.3% | +74.5% |
| All | +84.6% | +21.6% | +63.0% | +74.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling