+89.6%
CTSH vs KMI
+107.5%
-17.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | -2.7% | -0.5% | -2.2% | -2.5% |
| 30D | +12.4% | +0.9% | +11.5% | +11.9% |
| 3M | +17.4% | 0.0% | +17.4% | +17.1% |
| 6M | -3.1% | -5.7% | +2.6% | -1.8% |
| YTD | -23.6% | +17.5% | -41.1% | -28.4% |
| 1Y | -10.8% | +22.3% | -33.1% | -17.8% |
| 3Y | -8.3% | +111.9% | -120.2% | -31.4% |
| 5Y | -11.3% | +151.8% | -163.2% | -37.9% |
| 10Y | +22.6% | +138.7% | -116.0% | -16.9% |
| All | +89.6% | +107.5% | -17.9% | +19.0% |
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