+187.2%
ABBV vs KMI
+151.2%
+36.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.9% |
| 7D | -2.0% | -2.1% | +0.1% | -1.6% |
| 30D | +2.0% | -1.7% | +3.6% | +2.2% |
| 3M | +14.2% | -1.9% | +16.1% | +14.5% |
| 6M | +14.1% | -4.3% | +18.4% | +15.0% |
| YTD | +14.2% | +15.8% | -1.6% | +10.7% |
| 1Y | +24.2% | +17.6% | +6.6% | +19.9% |
| 3Y | +89.8% | +113.1% | -23.3% | +58.9% |
| 5Y | +187.2% | +154.0% | +33.2% | +129.6% |
| All | +187.2% | +151.2% | +36.0% | +129.6% |
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