+504.9%
ABBV vs KMI
+136.8%
+368.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +0.3% | -1.7% | +2.0% | +0.7% |
| 30D | +3.4% | -2.7% | +6.1% | +4.1% |
| 3M | +15.2% | -0.7% | +15.9% | +15.3% |
| 6M | +14.7% | -5.0% | +19.6% | +16.1% |
| YTD | +15.2% | +15.5% | -0.3% | +10.1% |
| 1Y | +20.4% | +16.4% | +3.9% | +14.6% |
| 3Y | +91.3% | +114.2% | -22.8% | +49.3% |
| 5Y | +189.6% | +153.3% | +36.3% | +110.6% |
| All | +504.9% | +136.8% | +368.1% | +320.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling