+565.7%
AMZN vs KMI
+136.8%
+428.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -0.7% | -1.7% | +1.1% | -0.3% |
| 30D | -3.9% | -2.7% | -1.2% | -3.4% |
| 3M | +6.3% | -0.7% | +7.0% | +6.2% |
| 6M | +20.8% | -5.0% | +25.7% | +21.6% |
| YTD | +11.2% | +15.5% | -4.2% | +6.8% |
| 1Y | +11.7% | +16.4% | -4.8% | +6.8% |
| 3Y | +79.4% | +114.2% | -34.7% | +46.4% |
| 5Y | +48.0% | +153.3% | -105.2% | +16.8% |
| All | +565.7% | +136.8% | +428.9% | +418.9% |
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 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