+2,818.2%
CDNS vs KMI
+107.5%
+2,710.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -14.0% | -0.5% | -13.5% | -13.9% |
| 30D | -13.2% | +0.9% | -14.1% | -13.5% |
| 3M | -28.9% | 0.0% | -28.9% | -29.1% |
| 6M | -4.2% | -5.7% | +1.5% | -3.1% |
| YTD | -6.4% | +17.5% | -23.8% | -11.5% |
| 1Y | -16.2% | +22.3% | -38.5% | -22.0% |
| 3Y | +20.2% | +111.9% | -91.8% | -5.5% |
| 5Y | +76.6% | +151.8% | -75.2% | +30.9% |
| 10Y | +1,029.7% | +138.7% | +891.0% | +706.5% |
| All | +2,818.2% | +107.5% | +2,710.8% | +1,778.5% |
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