+2,862.7%
AAPL vs KMI
+111.3%
+2,751.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.7% |
| 7D | -2.7% | -0.4% | -2.4% | -2.7% |
| 30D | +1.0% | +3.7% | -2.7% | -0.1% |
| 3M | +5.0% | +3.2% | +1.8% | +3.7% |
| 6M | +23.0% | -3.0% | +26.0% | +23.5% |
| YTD | +16.6% | +19.7% | -3.0% | +10.0% |
| 1Y | +33.4% | +25.6% | +7.8% | +23.8% |
| 3Y | +79.9% | +120.2% | -40.3% | +39.0% |
| 5Y | +109.0% | +160.5% | -51.5% | +53.2% |
| 10Y | +1,210.4% | +134.8% | +1,075.6% | +843.1% |
| All | +2,862.7% | +111.3% | +2,751.4% | +1,853.3% |
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