+6.7%
AMZN vs KMI
+26.0%
-19.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +5.0% |
| 7D | +4.5% | -5.2% | +9.7% | +3.1% |
| 30D | +5.8% | +1.2% | +4.6% | +5.7% |
| 3M | -4.1% | +1.3% | -5.4% | -4.2% |
| 6M | -2.2% | -1.1% | -1.1% | -2.9% |
| YTD | +15.3% | +19.0% | -3.7% | +18.0% |
| 1Y | +6.7% | +26.6% | -19.9% | +8.5% |
| All | +6.7% | +26.0% | -19.3% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling