+248.5%
ALAB vs KMI
+97.0%
+151.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -1.0% |
| 7D | -7.5% | -5.1% | -2.4% | -5.7% |
| 30D | -36.8% | -3.1% | -33.7% | -36.0% |
| 3M | -31.9% | +0.2% | -32.1% | -31.7% |
| 6M | +8.2% | +1.1% | +7.1% | +6.7% |
| YTD | +29.9% | +17.7% | +12.2% | +17.8% |
| 1Y | +24.4% | +19.6% | +4.8% | +11.9% |
| All | +248.5% | +97.0% | +151.5% | +375.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling