+349.8%
TGT vs KMI
+104.5%
+245.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -0.8% |
| 7D | -5.0% | -2.1% | -3.0% | -4.6% |
| 30D | +3.0% | -1.7% | +4.7% | +3.3% |
| 3M | +22.6% | -1.9% | +24.5% | +22.9% |
| 6M | +31.2% | -4.3% | +35.5% | +32.1% |
| YTD | +63.7% | +15.8% | +47.9% | +57.7% |
| 1Y | +78.5% | +17.6% | +60.9% | +71.3% |
| 3Y | +40.5% | +113.1% | -72.6% | +16.5% |
| 5Y | -25.6% | +154.0% | -179.6% | -40.3% |
| 10Y | +204.7% | +133.1% | +71.6% | +140.9% |
| All | +349.8% | +104.5% | +245.3% | +230.0% |
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