+3.7%
U vs KMI
+21.6%
-17.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.4% |
| 7D | -3.8% | -0.5% | -3.3% | -4.1% |
| 30D | +17.5% | +0.9% | +16.6% | +18.5% |
| 3M | +38.7% | 0.0% | +38.7% | +39.6% |
| 6M | +104.4% | -5.7% | +110.1% | +98.3% |
| YTD | -5.7% | +17.5% | -23.2% | +4.4% |
| 1Y | +3.7% | +22.3% | -18.6% | +20.5% |
| All | +3.7% | +21.6% | -17.9% | +20.5% |
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