+124.8%
AAPL vs KMI
+151.2%
-26.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.0% | +3.9% |
| 7D | -0.5% | -2.1% | +1.6% | 0.0% |
| 30D | +7.1% | -1.7% | +8.8% | +7.4% |
| 3M | +12.1% | -1.9% | +14.0% | +12.3% |
| 6M | +25.4% | -4.3% | +29.8% | +26.2% |
| YTD | +20.5% | +15.8% | +4.6% | +14.5% |
| 1Y | +44.5% | +17.6% | +26.9% | +36.4% |
| 3Y | +85.8% | +113.1% | -27.4% | +35.1% |
| 5Y | +124.8% | +154.0% | -29.2% | +54.9% |
| All | +124.8% | +151.2% | -26.4% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling