+664.1%
ADBE vs KMI
+111.3%
+552.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -4.0% |
| 7D | -10.1% | -0.4% | -9.7% | -10.0% |
| 30D | -3.0% | +3.7% | -6.7% | -4.0% |
| 3M | +5.0% | +3.2% | +1.8% | +3.8% |
| 6M | -9.3% | -3.0% | -6.3% | -9.0% |
| YTD | -26.5% | +19.7% | -46.2% | -30.6% |
| 1Y | -28.3% | +25.6% | -53.9% | -33.3% |
| 3Y | -54.1% | +120.2% | -174.3% | -64.1% |
| 5Y | -61.2% | +160.5% | -221.7% | -71.2% |
| 10Y | +152.5% | +134.8% | +17.7% | +84.1% |
| All | +664.1% | +111.3% | +552.8% | +431.0% |
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