+3,120.4%
CDNS vs KMI
+112.8%
+3,007.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +1.0% | +6.5% | -5.6% | -0.8% |
| 30D | -2.0% | -3.4% | +1.5% | -1.1% |
| 3M | -0.2% | +0.4% | -0.6% | -0.6% |
| 6M | -8.9% | -0.9% | -8.0% | -9.2% |
| YTD | +3.3% | +20.5% | -17.2% | -3.3% |
| 1Y | +2.2% | +23.2% | -21.0% | -5.0% |
| 3Y | +22.4% | +121.6% | -99.2% | -5.2% |
| 5Y | +78.0% | +149.1% | -71.1% | +32.5% |
| 10Y | +1,175.2% | +158.3% | +1,016.9% | +791.0% |
| All | +3,120.4% | +112.8% | +3,007.7% | +1,953.5% |
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 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