+996.4%
TXN vs KMI
+104.5%
+891.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | +2.0% | -2.1% | +4.0% | +2.6% |
| 30D | -8.0% | -1.7% | -6.3% | -7.6% |
| 3M | -7.8% | -1.9% | -5.9% | -7.5% |
| 6M | +32.4% | -4.3% | +36.8% | +33.6% |
| YTD | +51.7% | +15.8% | +35.9% | +43.6% |
| 1Y | +44.3% | +17.6% | +26.7% | +35.7% |
| 3Y | +71.3% | +113.1% | -41.8% | +31.9% |
| 5Y | +56.4% | +154.0% | -97.6% | +13.4% |
| 10Y | +410.2% | +133.1% | +277.1% | +262.8% |
| All | +996.4% | +104.5% | +891.9% | +644.1% |
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