+464.0%
AZN vs KMI
+104.5%
+359.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | -3.1% | -2.1% | -1.1% | -2.7% |
| 30D | +0.6% | -1.7% | +2.2% | +0.8% |
| 3M | -10.8% | -1.9% | -8.9% | -10.6% |
| 6M | -18.1% | -4.3% | -13.8% | -17.7% |
| YTD | -12.3% | +15.8% | -28.1% | -15.1% |
| 1Y | -0.2% | +17.6% | -17.8% | -3.8% |
| 3Y | +23.4% | +113.1% | -89.8% | +4.6% |
| 5Y | +56.4% | +154.0% | -97.6% | +27.2% |
| 10Y | +225.7% | +133.1% | +92.5% | +159.4% |
| All | +464.0% | +104.5% | +359.5% | +325.0% |
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