+15,302.5%
AVGO vs KMI
+104.5%
+15,198.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | +1.0% | -2.1% | +3.1% | +1.9% |
| 30D | -13.3% | -1.7% | -11.6% | -12.8% |
| 3M | -2.9% | -1.9% | -1.0% | -2.7% |
| 6M | +5.7% | -4.3% | +10.1% | +6.5% |
| YTD | +4.6% | +15.8% | -11.2% | -2.9% |
| 1Y | -1.6% | +17.6% | -19.2% | -9.7% |
| 3Y | +336.2% | +113.1% | +223.1% | +213.0% |
| 5Y | +695.6% | +154.0% | +541.7% | +426.8% |
| 10Y | +2,827.6% | +133.1% | +2,694.5% | +1,778.8% |
| All | +15,302.5% | +104.5% | +15,198.0% | +9,195.2% |
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