+197.1%
ABT vs KMI
+136.8%
+60.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -5.9% | -1.7% | -4.2% | -5.5% |
| 30D | -8.1% | -2.7% | -5.3% | -7.6% |
| 3M | +14.5% | -0.7% | +15.2% | +14.5% |
| 6M | -6.3% | -5.0% | -1.3% | -5.4% |
| YTD | -17.1% | +15.5% | -32.6% | -20.3% |
| 1Y | -21.4% | +16.4% | -37.8% | -24.6% |
| 3Y | +5.9% | +114.2% | -108.2% | -13.9% |
| 5Y | -12.8% | +153.3% | -166.0% | -32.5% |
| All | +197.1% | +136.8% | +60.3% | +128.2% |
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