-26.5%
TMUS vs KMI
+21.6%
-48.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.3% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +5.3% | +0.9% | +4.4% | +4.9% |
| 3M | +3.1% | 0.0% | +3.2% | +3.1% |
| 6M | -16.5% | -5.7% | -10.8% | -15.3% |
| YTD | -9.2% | +17.5% | -26.6% | -12.4% |
| 1Y | -26.5% | +22.3% | -48.8% | -29.6% |
| All | -26.5% | +21.6% | -48.0% | -29.6% |
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 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