-1.1%
CDNS vs KMI
+26.0%
-27.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +0.8% |
| 7D | -3.8% | -5.2% | +1.5% | -4.9% |
| 30D | -6.8% | +1.2% | -8.0% | -6.4% |
| 3M | -3.3% | +1.3% | -4.6% | -2.7% |
| 6M | -5.7% | -1.1% | -4.6% | -5.7% |
| YTD | +5.4% | +19.0% | -13.6% | +9.3% |
| 1Y | -1.1% | +26.6% | -27.7% | +0.6% |
| All | -1.1% | +26.0% | -27.1% | +0.6% |
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