-62.2%
ADBE vs KMI
+151.2%
-213.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -12.9% | -2.1% | -10.9% | -12.5% |
| 30D | -5.6% | -1.7% | -4.0% | -5.4% |
| 3M | +6.6% | -1.9% | +8.5% | +6.8% |
| 6M | -9.6% | -4.3% | -5.2% | -9.0% |
| YTD | -28.9% | +15.8% | -44.7% | -32.4% |
| 1Y | -28.9% | +17.6% | -46.5% | -32.8% |
| 3Y | -55.6% | +113.1% | -168.7% | -66.7% |
| 5Y | -62.2% | +154.0% | -216.2% | -72.9% |
| All | -62.2% | +151.2% | -213.4% | -72.9% |
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